Brooke Kelly, financial advisor Del Mar CA

Brooke Kelly

CRD Number: 6735821
Current Firm: Weatherly Asset Management

Brooke Kelly (CRD# 6735821) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 7 years of experience in the finance industry. Brooke Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Weatherly Asset Management, LP Del Mar, CA Dec 2021 - Current 2
Weatherly Asset Management, LP Del Mar, CA Jun 2019 - Dec 2021 2
Weatherly Asset Management, LP Del Mar, CA Sep 2018 - Jun 2019 < 1
Weatherly Asset Management, LP Del Mar, CA Sep 2016 - Sep 2018 2
Grant Thornton, LLP San Diego, CA Jun 2016 - Jul 2016 < 1
Grant Thornton, LLP San Diego, CA Oct 2014 - Jun 2016 1
Grant Thornton, LLP San Diego, CA Sep 2013 - Sep 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2016
Contact Info for Brooke B. Kelly
Phone Number: 858-259-4507
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,267
    MILLIONS
  • Total Number of Accounts
    1,294
    ACCOUNTS
  • Average Account Value
    $978,919
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, FL, IL, LA, MA, NH, NV, NY, OR, TX, WA

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