Dave Kelly
Trading-Equity chez Commonwealth Equity Services LLC
Profil
Mr. David L.
Kelly is a Managing Principal of Trading & Brokerage Operations at Commonwealth Equity Services LLC.
He led Commonwealth’s Trading and Brokerage Operations for 30 years.
In 2022, he joined the Community team, focusing on advisor engagement to bring a more proactive approach to working with advisors across their business needs.
He also serves on a number of executive committees.
He Bachelor's degree in economics from the University of Massachusetts Amherst.
Postes actifs de Dave Kelly
| Sociétés | Poste | Début |
|---|---|---|
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor and broker/dealer headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Trading-Equity | 01/01/1991 |
Anciens postes connus de Dave Kelly
| Sociétés | Poste | Fin |
|---|---|---|
| R.G. Dickinson & Co. | Corporate Officer/Principal | - |
Formation de Dave Kelly
| University of Massachusetts | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor and broker/dealer headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Finance |
| R.G. Dickinson & Co. |
