linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Traci Lynn Kelly

Smallwood Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Traci? Claim Your Profile

About Traci Lynn Kelly

Traci Kelly has been in the financial industry since 2010 and is currently a Senior Financial Advisor at Smallwood Wealth Management. Traci Kelly has a broad range of experience in the financial industry and holds a Series 6, Series 63, and Series 65 license. Traci Kelly works with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.

Firm Information

Traci Kelly is currently registered with Smallwood Wealth Management. Smallwood Wealth Management is a wealth management firm based in Red Bank, NJ. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages approximately $262,572,352 in assets, with approximately 874 accounts under management. They also offer a wrap fee program and participate in various advisory functions.
Smallwood Wealth Management

199 BROAD STREET

RED BANK, NJ 07701

$262.57M

Assets Under Management

40

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Traci Kelly’s Registration & Firm History

FL

06/21/2022 - Present

Smallwood Wealth Management (Tarpon Springs FL)

FL

01/02/2018 - 06/28/2022

THE O.N. EQUITY SALES COMPANY (Brandon FL)

NJ

03/29/2017 - 12/18/2017

QUESTAR CAPITAL CORPORATION (CHERRY HILL NJ)

NJ

04/20/2010 - 01/23/2017

PARK AVENUE SECURITIES LLC (CHERRY HILL NJ)

Not sure if Traci Lynn Kelly is right for you?

Licenses & Designations

IA

Issued 06/17/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Traci Lynn Kelly.
Not sure if Traci Lynn Kelly is right for you?