Denis Kelly, financial advisor Miami FL

Denis Kelly

CRD Number: 5891541
Current Firm: Deutsche Bank Securities Inc.

Denis Kelly (CRD# 5891541) is an Investment Advisor Representative working at Deutsche Bank Securities Inc. in Miami, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Db Usa Core Corporation Miami, FL Mar 2021 - Current 1
Deutsche Bank Securities Inc. Miami, FL May 2019 - Current 3
Deutsche Bank Trust Company, National Association Miami, FL May 2019 - Mar 2021 1
Mariva Global Asset Management Miami, FL Apr 2018 - Mar 2019 < 1
Mariva Capital Markets Miami, FL Apr 2015 - Mar 2019 3
Harboured SA Montevideo, Oct 2013 - Apr 2015 1
Deutsche Bank Securities Inc. New York, NY Jan 2011 - Apr 2015 4
Unemployment Buenos Aires, Apr 2013 - Sep 2013 < 1
Credit Suisse Montevideo, Apr 2012 - Apr 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Denis I. Kelly
Phone Number: 212-250-2500
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    71
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $2,962,600
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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