Lawrence Kiely (CRD# 6193166) is an Investment Advisor Representative working at Prostatis Financial Advisors Group in Hanover, MD and has over 8 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prostatis Group LLC | Hanover, MD | Mar 2020 - Current | 4 |
| Kings Gentlemen LLC | Columbia, MD | Dec 2013 - Current | 10 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | May 2017 - Jan 2020 | 2 |
| The Capital Group Investment Advisory Services, LLC | Bethesda, MD | Mar 2017 - Jan 2020 | 2 |
| Michael Mpitsos | Baltimore, MD | Dec 2014 - Aug 2016 | 1 |
| Northwestern Mutual Investment Services LLC | Baltimore, MD | Dec 2014 - Aug 2016 | 1 |
| Theodore Kuczarski | Baltimore, MD | Dec 2014 - Dec 2015 | 1 |
| Northwestern Mutual Investment Services LLC | Denver, CO | Aug 2013 - Jul 2014 | < 1 |
| Chase Alexander Chaldekas | Denver, CO | Jun 2013 - Jul 2014 | 1 |
| Laurence Schiffman | Denver, CO | Jun 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- MD
-
Total Assets Under Management405MILLIONS
-
Total Number of Accounts3,887ACCOUNTS
-
Average Account Value$104,195
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, DE, FL, LA, MD, MI, NC, NY, PA, SC, TX, VA
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