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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

ERIC MICHAEL KELLAR

Advisor at VALIC FINANCIAL ADVISORS, INC.

BURLINGTON, MA

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Search this name across graphsid dfx:ria:6d4221f8-700a-116a-bca1-e6c0825abfac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 9, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VALIC FINANCIAL ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 25, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S66|S63|S65
First exam: May 25, 2001
First registration: Aug 9, 2001
Dual registered: yes, broker-dealer
Other names: ERIC MICHAEL KELLAR|ERIC KELLAR
IAPD individual key: 2941188

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	May 7, 2026	n/a	yes	BURLINGTON, MA	Current employment
LEADER CAPITAL CORP.	Asset manager	Oct 11, 2018	Dec 3, 2018	no	Bedford, NH\|VANCOUVER, WA\|VANCOUVER, WA	Previous registration
WELLESLEY ASSET MANAGEMENT, INC.	Mixed wealth	Aug 23, 2010	Aug 9, 2018	no	PORTSMOUTH, NH\|Bedford, NH	Previous registration
MORNINGSTAR INVESTMENT SERVICES LLC	Former SEC adviser	Feb 2, 2004	Oct 19, 2009	no	CHICAGO, IL	Previous registration
MANULIFE INVESTMENT MANAGEMENT (US) LLC	Asset manager	Aug 22, 2001	Oct 8, 2003	no	JACKSONVILLE, FL	Previous registration
JOHN HANCOCK INVESTMENT MANAGEMENT LLC	Asset manager	Aug 9, 2001	Sep 9, 2003	no	JACKSONVILLE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LEADER CAPITAL CORP.	VALIC FINANCIAL ADVISORS, INC.	Dec 3, 2018	May 7, 2026	2,712	Firm change after gap	Other
WELLESLEY ASSET MANAGEMENT, INC.	LEADER CAPITAL CORP.	Aug 9, 2018	Oct 11, 2018	63	Firm change	Other
MORNINGSTAR INVESTMENT SERVICES LLC	WELLESLEY ASSET MANAGEMENT, INC.	Oct 19, 2009	Aug 23, 2010	308	Firm change	Other
MANULIFE INVESTMENT MANAGEMENT (US) LLC	MORNINGSTAR INVESTMENT SERVICES LLC	Oct 8, 2003	Feb 2, 2004	117	Firm change	Other
JOHN HANCOCK INVESTMENT MANAGEMENT LLC	MANULIFE INVESTMENT MANAGEMENT (US) LLC	Sep 9, 2003	Aug 22, 2001	-748	Firm change after gap	Other

Relationships

Registered with (6)

→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: current employment
May 7, 2026 to presentfactForm ADV
→ LEADER CAPITAL CORP.Registered adviserregistration: previous registration
Oct 11, 2018 to Dec 3, 2018factForm ADV
→ WELLESLEY ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 23, 2010 to Aug 9, 2018factForm ADV
→ MORNINGSTAR INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Feb 2, 2004 to Oct 19, 2009factForm ADV
→ MANULIFE INVESTMENT MANAGEMENT (US) LLCRegistered adviserregistration: previous registration
Aug 22, 2001 to Oct 8, 2003factForm ADV
→ JOHN HANCOCK INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Aug 9, 2001 to Sep 9, 2003factForm ADV

Dated events

No dated event names this entity yet.