Andrew Joseph Mckelvey

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 09/2023 → 08/2024
  Kestra Investment Services, Llc
  Columbus, OH
• 05/2021 → 09/2023
  Jpmorgan Chase
  Polaris, OH
• 09/2019 → 05/2021
  Nationwide Financial
  Columbus, OH
• 03/2019 → 09/2019
  Tailored Management
  Columbus, OH
• 08/2014 → 12/2018
  University Of Kentucky
  Lexington, KY
• 09/2024 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2024-03-20 → 2024-08-27
  Kestra Advisory Services, Llc
  Austin, TX
  Columbus, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-12-16
• S65 Uniform Investment Adviser Law Examination
  2023-09-08

Other Names

• Andrew Joseph Mckelvey
• Andrew Mckelvey