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Eric Michael Kellar

Investment Adviser Representative at Valic Financial Advisors, Inc.

Burlington, MACRD #2941188Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Eric Michael Kellar is an investment adviser representative with Valic Financial Advisors, Inc. in Burlington, MA, where they have been registered since 2026. They have worked in the securities industry since 2004 and have been registered with 6 firms, including Leader Capital Corp. and Wellesley Asset Management, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts, New Hampshire, and Vermont.

Office

200 Summit Drive, Suite 430
Burlington, MA 01803

Advisors at this office: 14

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts, New Hampshire, Vermont
Broker:
3 states and territories

Massachusetts, New Hampshire, Vermont

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/6/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 10/31/2020
Series 65
Uniform Investment Adviser Law Examination
Passed 5/25/2001
SIE
Securities Industry Essentials Examination
Passed 7/26/2018
Series 7
General Securities Representative Examination
Passed 12/22/1998
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/26/1997

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Valic Financial Advisors, Inc.Current
5/7/2026 – Burlington, MA
Leader Capital Corp.
10/11/2018 – 12/3/2018Bedford, NH
Wellesley Asset Management, Inc.
8/23/2010 – 8/9/2018Bedford, NH
Morningstar Investment Services,inc
2/2/2004 – 10/19/2009Chicago, IL
Sovereign Asset Management Corporation
8/22/2001 – 10/8/2003Jacksonville, FL
JOHN Hancock Advisers, LLC
8/9/2001 – 9/9/2003Jacksonville, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wellesley Investment Advisors, Inc.
    Oct 2009 – Jul 2018Bedford, NH
  2. Northern Lights Distributors, LLC
    Feb 2011 – Dec 2016Omaha, NE
  3. Foreside Fund Services, LLC
    Jan 2017 – Jul 2018Bedford, NH
  4. Leader Capital Corp
    Sep 2018 – Dec 2018Vancouver, WA
  5. BV Securities
    Oct 2020 – Oct 2020Dallas, TX
  6. Maplebear, Inc.
    Dec 2018 – May 2019Bedford, NH
  7. eFinancial
    May 2019 – Mar 2022Bellevue, WA
  8. Colorado Financial Service Corporation
    Nov 2020 – Oct 2021Centennial, CO
  9. Independent Contractor
    Oct 2021 – Jun 2022Bedford, NH
  10. unemployed
    Jul 2018 – Sep 2018Bedford, NH
  11. International Assets Advisory, LLC
    Jun 2022 – Jul 2023Orlando, FL
  12. Valic Financial Advisors, Inc.
    Apr 2026 – no end date reportedWakefield, MA
  13. AllSourcePPS, Inc.
    Jun 2024 – Apr 2026Torrance, CA
  14. Integrated Resources, Inc.
    Aug 2023 – Jul 2024Edison, NJ
  15. NORC at the University of Chicago
    Dec 2023 – Oct 2025Chicago, IL
  16. Unemployed
    Jul 2023 – Aug 2023Bedford, NH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Valic Financial Advisors, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement plan services including saving and contribution planning, educational resources, and participant account management

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers
Firm areas of expertise
Retirement PlanningPlan ParticipantsEmployer Retirement PlansSavingsDecumulation

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,271
Offices listed on AdvisorFinder:
21
Main office:
Houston, TX
SEC file number:
801-54952

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 13, 2026

View full firm profile

Other advisors at Valic Financial Advisors, Inc.

Showing 12 of 1,271 in the directory

View Valic Financial Advisors, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Michael Kellar has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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