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KF

Kelly A. Fiume

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CRD#: 2260713
KF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kelly Antoinette Fiume, who also goes by Kelly A Boles, Kelly Antoinette Boles, Kelly Antoinette Fiume, Kelly A Fiume, was a registered financial professional .

Kelly is a previously registered financial professional and started their career in finance in 1992. Kelly had worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kelly A Boles | Kelly Antoinette Boles | Kelly Antoinette Fiume | Kelly A Fiume

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 20, 2015 - October 20, 2016

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
MELVILLE, NY
Past

January 8, 2013 - May 6, 2014

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
DEER PARK, NY
Past

October 12, 2009 - December 17, 2012

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
MELVILLE, NY
Past

December 4, 2008 - September 30, 2009

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
MELVILLE, NY
Past

January 18, 2007 - August 8, 2008

NORTH RIDGE SECURITIES CORP.

BD
CRD#: 27098
MELVILLE, NY
Past

October 31, 2005 - May 5, 2006

OSAIC SERVICES, INC.

BD
CRD#: 133763
MELVILLE, NY
Past

June 24, 2005 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

July 16, 2003 - June 3, 2005

PGP FINANCIAL, INC.

BD
CRD#: 21617
GREAT RIVER, NY
Past

June 3, 1998 - August 1, 2003

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

April 22, 1994 - June 5, 1996

KIRLIN SECURITIES INC.

BD
CRD#: 21210
SYOSSET, NY
Past

September 17, 1992 - March 2, 1994

FISCO EQUITY, INC.

BD
CRD#: 24067
LINCOLN, RI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/24/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CO
CAPITAL ONE INVESTING, LLC
CAPITAL ONE INVESTING, LLC | SHAREBUILDER SECURITIES CORPORATION | NETSTOCK INVESTMENT CORPORATION | ING DIRECT INVESTING, INC. | CAPITAL ONE SHAREBUILDER, INC.

CRD#: 45744 / SEC#: , 8-51160

BD
Terminated by SEC on 08/02/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/01/2017
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CAPITAL ONE FINANCIAL INVESTING, LLCPARENT COMPANY & MEMBER
BARBANO, LYNLEY ESTELLEPRINCIPAL OPERATIONS OFFICER2239052
COMO, MONALISA RAASSPRESIDENT & CHIEF OPERATING OFFICER2536504
CONSTANTINO, KRISTEN DANIELLECHIEF COMPLIANCE OFFICER3001473
MARTIN, ALEX MICHAELFINANCIAL & OPERATIONS PRINCIPAL / PRINCIPAL FINANCIAL OFFICER5639666

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CAPITAL ONE INVESTING, LLC

CRD#: 45744

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