Michael Kelly, financial advisor Seattle WA

Michael Kelly

CRD Number: 4223175
Current Firm: Empirical Wealth Management

Michael Kelly (CRD# 4223175) is an Investment Advisor Representative working at Empirical Wealth Management in Seattle, WA and has over 23 years of experience in the finance industry. Michael Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Empirical Wealth Management Portland, OR Apr 2020 - Current 3
Empirical Wealth Management Portland, OR Jun 2017 - Current 6
Empirical Wealth Management Portland, OR Jan 2016 - Apr 2020 4
Empirical Wealth Management Portland, OR May 2015 - Apr 2020 4
Fisher Investments Camas, WA Dec 2012 - May 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
Contact Info for Michael P. Kelly
Phone Number: 206-923-3474
Registered State(s):
  • AK
  • CA
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    4,179
    MILLIONS
  • Total Number of Accounts
    6,280
    ACCOUNTS
  • Average Account Value
    $665,435
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI, WY

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