Denis KellyCRD 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.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|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|
Total Assets Under Management71MILLIONS
Total Number of Accounts24ACCOUNTS
Average Account Value$2,962,600
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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