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Matthew Kelly

Wells Fargo Advisors Financial Network, LLC

Atlanta, GA

CRD 7601891

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Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-09-11
  • GA RA
    APPROVED
    Since 2023-09-11

Branch Locations

4353 Tilly Mill Rd Suite 225, Atlanta, GA 30360 • 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
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Atlanta GA 06/2022 Present
Five Points Infrastructure Services Lawrenceville GA 02/2022 06/2022
Purple Recovery Center Lawrenceville GA 02/2021 01/2022
Brookwood Moving Lawrenceville GA 04/2018 01/2021
Total Pro Roofing Grayson GA 02/2017 03/2018
Alcove Surveying & Engineering Loganville GA 08/2012 12/2016
  • 06/2022 → Present
    Wells Fargo Advisors Financial Network, Llc
    Atlanta, GA
  • 02/2022 → 06/2022
    Five Points Infrastructure Services
    Lawrenceville, GA
  • 02/2021 → 01/2022
    Purple Recovery Center
    Lawrenceville, GA
  • 04/2018 → 01/2021
    Brookwood Moving
    Lawrenceville, GA
  • 02/2017 → 03/2018
    Total Pro Roofing
    Grayson, GA
  • 08/2012 → 12/2016
    Alcove Surveying & Engineering
    Loganville, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-07
  • S66 Uniform Combined State Law Examination
    2023-09-07

View on SEC IAPD

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Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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