Aidan Alexander Turner Kelly

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 01/2021 → 05/2021
  Penn State Campus Recreation
  State College, PA
• 06/2020 → 08/2020
  United Bank
  Fairfax, VA
• 06/2018 → 06/2020
  Walmart
  Fairfax, VA
• 08/2017 → 05/2021
  Penn State
  State College, PA
• 04/2016 → 06/2017
  Student
  Fairfax, VA
• 07/2021 → 10/2021
  Equitable Advisors Llc
  New York, NY
• 10/2021 → 04/2026
  Fidelity Investments
  Philadelphia, PA
• 03/2025 → 04/2026
  Fidelity Investments
  Boston, MA
• 04/2026 → Present
  Charles Schwab & Co, Inc
  New York, NY
• 04/2026 → Present
  Charles Schwab Bank, Ssb
  New York, NY

Previous Registrations

• 2025-03-31 → 2026-04-16
  Strategic Advisers Llc
  New York, NY
  New York, NY
  New York, NY
  Boston, MA
• 2021-12-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-08-23

Designations

• Certified Financial Planner

Other Names

• Aidan Kelly
• Aidan A Kelly
• Aidan Alexander Kelly
• Aidan Alexander Turner Kelly
• Aidan A. Kelly