Raymond James Financial Services Advisors
46yrs
Top advisor by experience in Fairport
42yrs
Patrick Kelly
Full name on record: Patrick Christopher Kelly
Financial advisor at Commonwealth Financial Network
Patrick Kelly has worked in the financial industry for 42 years and is a fiduciary financial advisor based in Fairport, New York. Patrick has been with Commonwealth Financial Network since 2025; before that, Patrick spent 16 years at RBC Capital Markets and nine years at Wells Fargo Advisors. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 123 advisors with offices in Fairport, and one of 98 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in Fairport
Office255 Woodcliff Drive Suite 7, Fairport, NY 14450
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2025 – nowCommonwealth Financial NetworkCurrent firm
- 2009 – 2025RBC Capital Markets, LLCPreviously
- 2000 – 2009Wells Fargo Clearing Services, LLCPreviously
Contact Patrick
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Patrick. 255 Woodcliff Drive Suite 7Fairport, NY 14450Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Patrick Kelly. Patrick works from the Fairport, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1984, about 42 years. Top 2% by experience in Fairport.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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