Erica Marie Kelly

Current Employers

Employment History

• 11/2015 → 02/2018
  Morgan Stanley
  Boston, MA
• 02/2018 → 05/2022
  Raymond James Financial Services, Inc.
  Boston, MA
• 02/2018 → Present
  Steward Partners Investment Advisory, Llc
  Portsmouth, NH
• 02/2018 → Present
  Steward Partners Global Advisory, Llc
  Portsmouth, NH
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Portsmouth, NH

Previous Registrations

• 2015-11-30 → 2018-02-16
  Morgan Stanley
  Boston, MA
  Norwell, MA
• 2014-09-23 → 2015-12-16
  Credit Suisse Securities (Usa) Llc
  Boston, MA
• 2013-10-23 → 2014-08-06
  J.P. Morgan Securities Llc
  Boston, MA
  Atlanta, GA

Other Businesses

(1) Steward Partners Investment Advisory LLC Address: One International Place Suite 3210, Boston, MA, United States Activity Type: Independent RIA Position/Title: Investment Related: No Start Date: 02/19/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Adviser Representative (2) The Sedoric Group of Steward Partners Address: 145 Maplewood Avenue, Portsmouth, NH, 03801, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/18/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Management Associate (3) Name of Business: Kelly Co Plumbing, LLC; City/State: Derry, NH; Activity Type: Business Ownership; Position/Title: Authorized member of LLC; Investment Related: No; Start Date: 11/01/2024; Hours per month devoted to this business: 20; Hours per month devoted to this business during trading hours: 0; Description of duties: Send invoices, collect payment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-22
• S63 Uniform Securities Agent State Law Examination
  2012-03-07

Other Names

• Erica Marie Ricketts