KC
Kellen C. Creedon
FNEX CAPITAL
Boston, MA 02199
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CRD#: 6421086
KC
Professional summary
Kellen Charles Creedon, AIF® is a registered financial professional currently at FNEX CAPITAL, LLC located in Boston, Massachusetts.
Kellen is registered as a RR (Registered Representative) and started their career in finance in 2015. Kellen has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
CRS (Client Relationship Summary) - BD
Click below to view Kellen Charles Creedon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
March 26, 2025 - Present
FNEX CAPITAL, LLC
Office #1: 111 Huntington Ave 6th Floor, Boston, MA 02199BD
CRD#: 166316
Boston, MA
Past
January 4, 2021 - March 14, 2025
AMUNDI ASSET MANAGEMENT US, INC.
RIA
CRD#: 107719
BOSTON, MA
Past
May 3, 2017 - December 31, 2020
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.
RIA
CRD#: 138756
BOSTON, MA
Past
October 19, 2016 - March 14, 2025
AMUNDI DISTRIBUTOR US, INC.
BD
CRD#: 24497
BOSTON, MA
Past
February 11, 2015 - December 4, 2015
REALTY CAPITAL SECURITIES, LLC
BD
CRD#: 145454
BOSTON, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/26/2025)
RR
Alaska(3/26/2025)
RR
Arizona(3/26/2025)
RR
Arkansas(3/26/2025)
RR
California(3/26/2025)
RR
Colorado(3/26/2025)
RR
Connecticut(3/26/2025)
RR
Delaware(3/26/2025)
RR
District of Columbia(3/26/2025)
RR
Florida(3/26/2025)
RR
Georgia(3/26/2025)
RR
Hawaii(3/26/2025)
RR
Idaho(3/26/2025)
RR
Illinois(3/26/2025)
RR
Indiana(3/26/2025)
RR
Iowa(3/26/2025)
RR
Kansas(3/26/2025)
RR
Kentucky(3/26/2025)
RR
Louisiana(3/26/2025)
RR
Maine(3/26/2025)
RR
Maryland(3/26/2025)
RR
Massachusetts(3/26/2025)
RR
Michigan(3/26/2025)
RR
Minnesota(3/26/2025)
RR
Mississippi(3/26/2025)
RR
Missouri(3/26/2025)
RR
Montana(3/26/2025)
RR
Nebraska(3/26/2025)
RR
Nevada(3/26/2025)
RR
New Hampshire(3/26/2025)
RR
New Jersey(3/26/2025)
RR
New Mexico(3/26/2025)
RR
New York(3/26/2025)
RR
North Carolina(3/26/2025)
RR
North Dakota(3/26/2025)
RR
Ohio(3/27/2025)
RR
Oklahoma(3/26/2025)
RR
Oregon(3/26/2025)
RR
Pennsylvania(3/26/2025)
RR
Rhode Island(3/26/2025)
RR
South Carolina(3/26/2025)
RR
South Dakota(3/26/2025)
RR
Tennessee(3/26/2025)
RR
Texas(3/26/2025)
RR
Utah(3/26/2025)
RR
Vermont(3/26/2025)
RR
Virginia(3/26/2025)
RR
Washington(3/26/2025)
RR
West Virginia(3/26/2025)
RR
Wisconsin(3/26/2025)
RR
Wyoming(3/26/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FNEX CAPITAL, LLC
APPLIED CAPITAL, LLC | FNEX CAPITAL, LLC
CRD#: 166316 / SEC#: , 8-69199
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
One Indiana Square Suite 2252, Indianapolis, IN 46204
Mailing Address
One Indiana Square Suite 2252, Indianapolis, IN 46204
Phone number
(317) 580-2588
Established
Indiana since 06/04/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (51 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FNEX CAPITAL, LLC
CRD#: 166316Boston, MA 02199TRUST BUT VERIFY
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