Kelly Ann Snider

Employer firm

Beaird Harris CRD 107238

$2.27B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → 06/2021
  Fidelity Investments
  Westlake, TX
• 05/2016 → 04/2019
  Fidelity Investments
  Plano, TX
• 07/2021 → Present
  Beaird Harris
  Dallas, TX

Previous Registrations

• 2018-07-13 → 2021-07-06
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-07-31 → 2018-07-13
  Strategic Advisers Llc
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2014-07-03
• S63 Uniform Securities Agent State Law Examination
  2011-03-04

Other Names

• Kelly A Snider
• Kelly Ann Snider