Michael Kelly (CRD# 6457412) is an Investment Advisor Representative working at Continuum Advisory, LLC in Annapolis, MD and has over 8 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors, Inc. | Norcross, GA | Nov 2017 - Current | 6 |
| Continuum Advisory, LLC | Pleasanton, CA | Mar 2016 - Current | 8 |
| Kelly Rick Management, LLC | Annapolis, MD | Feb 2016 - Current | 8 |
| Kelly Financial Advisors | Annapolis, MD | Jul 2015 - Current | 8 |
| Kelly Benfits, Inc. | Annapolis, MD | May 2015 - Current | 8 |
| Signator Investors, Inc. | Annapolis, MD | May 2016 - Nov 2017 | 1 |
| Transamerica Financial Advisors, Inc. | Annapolis, MD | Feb 2015 - May 2016 | 1 |
| Kelly Benefits And Financial Advisors | Annapolis, MD | Oct 2014 - Jan 2015 | < 1 |
| Principal Financial Group | Irvine, CA | Jun 2014 - Oct 2014 | < 1 |
| Kelly Benefits And Financial Advisors | Annapolis, MD | Jul 2010 - Jun 2014 | 3 |
| Student | Columbia, SC | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- MD
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Total Assets Under Management1,292MILLIONS
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Total Number of Accounts2,953ACCOUNTS
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Average Account Value$437,585
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
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