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William Paul Kelleher

LEE-Kelleher Wealth Management

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About William Paul Kelleher

William Kelleher is an investment advisor representative for LEE-Kelleher Wealth Management. William has been in the financial industry since February 2022. Previously, William was an investment advisor representative for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William is registered with the state of Maryland and Texas, and holds Series 7TO, SIE, and Series 66 licenses. Lee-Kelleher Wealth Management is a registered investment advisor located in Fulton, Maryland. The firm provides investment advisory services to individuals, corporations, and charitable organizations. They have over $192 million in assets under management. The firm's fee structure is based on a percentage of assets.

Firm Information

William Kelleher is currently registered with LEE-Kelleher Wealth Management. LEE-Kelleher Wealth Management is a registered investment advisor with $192 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and pension consulting services to high-net-worth individuals, corporations, charitable organizations, and pension plans.

$192.00M

Assets Under Management

Not reported

Total Clients

2

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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percentage of assets

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

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William Kelleher’s Registration & Firm History

MD

08/07/2024 - Present

LEE-Kelleher Wealth Management (FULTON MD)

MD

02/10/2022 - 07/22/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA MD)

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Licenses & Designations

BOTH

Issued 03/11/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Paul Kelleher.
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