Inactive

Megan Frances Kelly

Fifth Set Private Wealth Management LLC

Boynton Beach, FL

Claim This Profile

Current Employers

Fifth Set Private Wealth Management Llc

Larchmont, NY • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-05-19

FL RA
APPROVED

Since 2025-05-19

Branch Locations

Boynton Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

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

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

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

S65 Uniform Investment Adviser Law Examination

2024-06-26
S63 Uniform Securities Agent State Law Examination

2020-11-17

Other Names

Megan Kelly

View on SEC IAPD

More in Boynton Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor