Kellen Charles Creedon

Employer firm

F/M Investments LLC CRD 304405

$17.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2016 → 06/2017
  Pioneer Funds Distributor, Inc.
  Boston, MA
• 01/2016 → 09/2016
  Unemployed
  Boston, MA
• 07/2017 → 12/2020
  Amundi Pioneer Distributor, Inc.
  Boston, MA
• 01/2021 → 03/2025
  Amundi Distributor Us, Inc.
  Boston, MA
• 03/2025 → Present
  Fm Investments, Llc
  Boston, MA
• 03/2025 → Present
  Fnex Capital, Llc
  Indianapolis, IN

Previous Registrations

• 2021-01-04 → 2025-03-14
  Amundi Asset Management Us, Inc.
  Boston, MA
• 2017-05-03 → 2020-12-31
  Amundi Pioneer Institutional Asset Management, Inc.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2017-05-01
• S63 Uniform Securities Agent State Law Examination
  2015-04-06