Brian Kelly (CRD# 2201407) is an Investment Advisor Representative working at Vicus Capital, Inc. in Rochester, NY and has over 32 years of experience in the finance industry.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 5760889
Osaic Wealth, Inc.
CRD# 862821
Novem Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kelly Retirement Services, LLC | Rochester, NY | Dec 2019 - Current | 4 |
| Cetera Advisor Networks | El Segundo, CA | Nov 2019 - Current | 4 |
| Vicus Capital, Inc. | State College, PA | Nov 2019 - Current | 4 |
| Partners Financial Group / Pfg, Inc. | Rochester, NY | Nov 2019 - Current | 4 |
| Nationwide Securities, LLC | Rochester, NY | Aug 2008 - Nov 2019 | 11 |
| Corey Ins. Agency | Rochester, NY | Jun 1998 - Nov 2019 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management2,255MILLIONS
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Total Number of Accounts8,430ACCOUNTS
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Average Account Value$267,441
- A percentage of assets under your management
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