Custody & Clearing

Kelley Investments, LLC is a Registered Investment Advisor. We offer the expertise and accessibility of a local firm with the services, resources and security of one on the world's largest institutional custodians.

Fidelity Investments provides the custodial, trading and technology platform we use to manage our clients accounts by holding assets in the client's name and at arms length. All Fidelity brokerage accounts are covered by Securities Investor Protection Corporation (SIPC). 

There is no partnership or legal affiliation between Kelley Investments, LLC and Fidelity Investments.

Fidelity is one of the world's largest provider of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. 

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