Megan Frances Kelly

Employer firm

Fifth Set Private Wealth Management LLC CRD 159118

$160M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 10/2020 → 12/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2016 → 05/2020
  Kutztown University Of Pennsylvania
  Kutztown, PA
• 07/2015 → 08/2018
  Sills Gully Beach Club
  Shoreham, NY
• 09/2018 → 12/2019
  Kutztown University
  Kutztown, PA
• 05/2017 → 10/2020
  Federmann Financial Advisors, Inc.
  Rocky Point, NY
• 09/2018 → 10/2019
  Kutztown Foundation
  Kutztown, PA
• 01/2022 → Present
  Fifth Set Private Wealth Management Llc
  Boynton Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-26
• S63 Uniform Securities Agent State Law Examination
  2020-11-17

Other Names

• Megan Kelly