Megan Kelly has been an investment adviser representative at Fifth Set Private Wealth Management since May 2025, and is not listed among the firm’s executive officers or direct owners. Megan Kelly holds a BA in Finance and Personal Financial Planning from Kutztown University.
Fifth Set Private Wealth Management LLC is a firm with $160M under management, 63 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Megan Kelly is a Wealth Management Associate at Fifth Set Private Wealth Management. She joined the firm in 2022 from Vanguard, where she worked as an investment specialist helping clients understand Vanguard's investment options. Before Vanguard, she worked for a private wealth management firm.
- – present · 1 yearBoynton Beach, FL · Adviser representative · Firm CRD 159118
Investment adviser representative registrations
Megan Kelly is registered as an investment adviser representative in Florida, since May 2025.
- FloridaSince 19 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 June 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 November 2020 |
| Series 7TO | General Securities Representative Examination | 9 November 2020 |
| SIE | Securities Industry Essentials Examination | 6 September 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Megan Frances Kelly
- CRD
- 7302223
- Firm
- Fifth Set Private Wealth Management · CRD 159118
- Office
- Boynton Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fifthsetwealth.com
Where does Megan Kelly work?
Megan Kelly is an investment adviser representative registered through Fifth Set Private Wealth Management LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Megan Kelly a financial advisor?
Yes. Megan Kelly has a current investment-adviser registration in Florida, through Fifth Set Private Wealth Management since May 2025.
How many years of experience does Megan Kelly have?
Megan Kelly has 2 years in the financial industry, since March 2024, across 1 adviser firm.
What exams has Megan Kelly passed?
Megan Kelly has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in September 2020.
Where is Megan Kelly based?
Megan Kelly’s registered office is in Boynton Beach, FL.
Is Megan Kelly registered with FINRA?
No. Megan Kelly has no current broker registration.
How can I verify Megan Kelly’s record?
Search CRD 7302223 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Megan Kelly’s full registration record.
