Brad Kelley

Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2026 → Present
  Td Bank N.A.
  Manchester, NH
• 05/2026 → Present
  Td Private Client Wealth Llc
  Manchester, NH
• 08/2021 → 05/2026
  Wells Fargo Clearing Services Llc
  Charlotte, NC
• 08/2021 → 11/2024
  Us Tech Solutions
  Jersey City, NJ
• 06/2020 → 07/2021
  York Harbor Inn
  York Harbor, ME
• 05/2016 → 09/2019
  Hannaford
  York, ME
• 10/2019 → 05/2020
  University Of Maine Orono
  Orono, ME

Previous Registrations

• 2024-05-14 → 2026-05-26
  Wells Fargo Clearing Services, Llc
  Mooresville, NC
  Charlotte, NC
  St. Louis, MO
  Charlotte, NC

Other Businesses

THE GOAT BOX ;NOT INV RELATED; ROCHESTER, NH, WEBSITE SELLING SPORT CARDS ;100% OWNERSHIP; START DATE: 08/01/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-13
• S63 Uniform Securities Agent State Law Examination
  2021-12-13