Robert Kelly (CRD# 6584050) is an Investment Advisor Representative working at Sei Investments Management Corp in San Francisco, CA and has over 8 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sei Investments Management Corp | Oaks, PA | Nov 2015 - Current | 8 |
| Sei Investments | Oaks, PA | Jun 2015 - Nov 2015 | < 1 |
| Pharmareturns Inc. | Montgomeryville, PA | May 2014 - Aug 2015 | 1 |
| Miami-palmetto High School | Miami, FL | Feb 2015 - May 2015 | < 1 |
| University Of Miami | Coral Gables, FL | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- CA
- PA
-
Total Assets Under Management194,796MILLIONS
-
Total Number of Accounts93,301ACCOUNTS
-
Average Account Value$2,087,827
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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