Dave Kelly

Trading-Equity at Commonwealth Equity Services LLC

Finance

Consumer Services

Profile

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.

Dave Kelly active positions

Companies	Position	Start
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

All active positions of Dave Kelly

Former positions of Dave Kelly

Companies	Position	End
R.G. Dickinson & Co.	Corporate Officer/Principal	-

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Training of Dave Kelly

University of Massachusetts

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	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.