Kelley Elizabeth Mcgoldrick

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2016 → 05/2017
  Morgan Stanley Smith Barney Llc
  Wellesley, MA
• 03/2016 → 05/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2017 → 11/2023
  Commonwealth Financial Network
  Waltham, MA
• 11/2023 → 04/2026
  Osaic
  Marion, MA
• 09/2022 → Present
  Mcgoldrick Realty Trust
  Marion, MA
• 04/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-11-07 → 2026-05-04
  Osaic Wealth, Inc.
  Marion, MA
  Marion, MA
  Scottsdale, AZ
• 2017-05-22 → 2023-11-02
  Commonwealth Financial Network
  Wellesley, MA
  Marion, MA
• 2013-02-01 → 2017-05-05
  Morgan Stanley
  Wellesley, MA

Other Businesses

1. NAME OF OTHER BUSINESS: WEALTHPOINT ADVISOR GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 8/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFERING PUBLICLY TRADED INVESTMENTS, ADVISORY SERVICES, ANNUITIES AND LIFE INSURANCE SERVICES; 2. NAME OF OTHER BUSINESS: CORNELL ADULT UNIVERSITY INVESTMENT RELATED: NO ADDRESS: ITHACA, NY 14850 NATURE OF BUSINESS: BOARD OR COMMITTEE POSITIONS START DATE: 01/2017 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: REVIEW COURSE OFFERINGS, MARKETING MATERIALS, PROMOTE LIFE LONG LEARNING; 3. NAME OF OTHER BUSINESS: CORNELL UNIVERSITY VARSITY ATHLETIC ALUMNI ASSOC. INVESTMENT RELATED: NO ADDRESS: ITHACA, NY 14850 NATURE OF BUSINESS: BOARD OR COMMITTEE POSITIONS START DATE: 01/2017 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ARRANGE AND PROMOTE EVENTS TO SUPPORT WOMEN-STUDENT ATHLETES; 4. NAME OF OTHER BUSINESS: MCGOLDRICK REALTY TRUST INVESTMENT RELATED: NO ADDRESS: MARION, MA 02738 NATURE OF BUSINESS: PROPERTY MANAGEMENT START DATE: 09/2022 POSITION/TITLE/RELATIONSHIP: TRUSTEE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROPERTY MANAGEMENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-31
• S63 Uniform Securities Agent State Law Examination
  2011-09-06

Other Names

• Kelley E. Davis
• Kelley E. Bradshaw