Austin
Kelly

Fg Advisory Services, LLC

CRD#7483558
Investment Advisor
in Frerick, MD

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About this Advisor

Austin Kelly is a financial advisor based in Frerick, Maryland, working with Fg Advisory Services, LLC. Austin has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Capital Bank, Sandy Spring Bank, Montgomery Country Club, Wegmans, Primary School, University Of Maryland Global Campus, The Financial Gym, and Fg Advisory Services, LLC. Austin has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Austin is part of Fg Advisory Services, LLC, which operates out of Frerick, Maryland. The firm has 8 employees and manages assets totaling $37.4 million. The firm serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Fg Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Frerick, MD

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Fg Advisory Services, LLC Brokerage Details

Total Assets Under Management

$37,380,794

Total Number of Employees

8

Total Number of Accounts

273

Average Account Size

$136,926

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Austin Kelly Work History

2024 - Present (1 year)

The Financial Gym

2024 - Present (1 year)

Fg Advisory Services, LLC

2021 - 2024 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2021 (< 1 year)

Capital Bank

2019 - 2021 (2 years)

Sandy Spring Bank

2018 - 2018 (< 1 year)

Montgomery Country Club

2017 - 2017 (< 1 year)

Wegmans

2017 - 2021 (4 years)

Univeristy Of Maryland Global Campus

2012 - 2016 (4 years)

Primary School

Disclosures

Please visit the SEC profile of Austin Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fg Advisory Services, LLC

Joy Liu
Sneads Ferry, NC
Shannon Mclay
Elmsford, NY
Samantha Cash
Catskill, NY
Jill Wagner
Portland, OR
Garrett Faulconer
Elmsford, NY
Tina Hang
Elmsford, NY
Erika Moromisato
Elmsford, NY
Austin Kelly
Frerick, MD

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