George Mckelvey Company, LLC

George Mckelvey Company, LLC (CRD# 2733) is a financial advisory firm headquartered in Manasquan, NJ. They manage $1,047,805,019 in 1,606 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,048
    MILLION
  • Total Number of Accounts
    1,606
    ACCOUNTS
  • Average Account Value
    $652,432
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DC, FL, GA, KY, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at George Mckelvey Company, LLC
Showing 1 - 10 of 11 top financial advisors.
1
John C. Alexander
CRD#: 5214856
Midlothian, VA

John Alexander (CRD# 5214856) is an Investment Advisor Representative working at George Mckelvey Company, LLC in Midlothian, VA and has over 13 years of experience in the finance industry.

2
Jessica C. Baumgartner
CRD#: 5156945
2410 State Highway 34, Manasquan, NJ 08736

Jessica Baumgartner (CRD# 5156945) is an Investment Advisor Representative working at George Mckelvey Company, LLC in Manasquan, NJ and has over 17 years of experience in the finance industry.

3
Kimberly A. Caldwell
CRD#: 4827279
2410 State Highway 34, Manasquan, NJ 08736

Kimberly Caldwell (CRD# 4827279) is an Investment Advisor Representative working at George Mckelvey Company, LLC in Manasquan, NJ and has over 16 years of experience in the finance industry.

4
Sharon A. Cooney Jones
CRD#: 1084829
2410 State Highway 34, Manasquan, NJ 08736

Sharon Cooney Jones (CRD# 1084829) is an Investment Advisor Representative working at George Mckelvey Company, LLC in Manasquan, NJ and has over 36 years of experience in the finance industry.

5
Robert A. Giunco
CRD#: 1411809
2410 State Highway 34, Manasquan, NJ 08736

Robert Giunco (CRD# 1411809) is an Investment Advisor Representative working at George Mckelvey Company, LLC in Manasquan, NJ and has over 26 years of experience in the finance industry.

6
Richard Looney
CRD#: 1778012
2410 State Highway 34, Manasquan, NJ 08736

Richard Looney (CRD# 1778012) is an Investment Advisor Representative working at George Mckelvey Company, LLC in Manasquan, NJ and has over 26 years of experience in the finance industry.

7
Robert G. McKelvey
CRD#: 820698
2410 State Highway 34, Manasquan, NJ 08736

Robert McKelvey (CRD# 820698) is an Investment Advisor Representative working at George Mckelvey Company, LLC in Manasquan, NJ and has over 26 years of experience in the finance industry.

8
Michael J. Messinger
CRD#: 2302987
2410 State Highway 34, Manasquan, NJ 08736

Michael Messinger (CRD# 2302987) is an Investment Advisor Representative working at George Mckelvey Company, LLC in Manasquan, NJ and has over 27 years of experience in the finance industry.

9
Daravy Son
CRD#: 2433250
2410 State Highway 34, Manasquan, NJ 08736

Daravy Son (CRD# 2433250) is an Investment Advisor Representative working at George Mckelvey Company, LLC in Manasquan, NJ and has over 29 years of experience in the finance industry.

10
Kim Trzeciak
CRD#: 4369919
2410 State Highway 34, Manasquan, NJ 08736

Kim Trzeciak (CRD# 4369919) is an Investment Advisor Representative working at George Mckelvey Company, LLC in Manasquan, NJ and has over 16 years of experience in the finance industry.

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