George Mckelvey Company, Inc.

George Mckelvey Company, Inc. (CRD# 2733) is a financial advisory firm headquartered in Sea Girt, NJ. They manage $571,000,552 in 452 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    571
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $1,263,276
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at George Mckelvey Company, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
John C. Alexander
CRD#: 5214856
529 Washington Blvd, Sea Girt, NJ 08750
93
Wealthminder
score

John Alexander (CRD# 5214856) is an Investment Advisor Representative working at George Mckelvey Company, Inc. in Sea Girt, NJ and has over 7 years of experience in the finance industry.

2
Jessica C. Bright
CRD#: 5156945
529 Washington Blvd, Sea Girt, NJ 08750
93
Wealthminder
score

Jessica Bright (CRD# 5156945) is an Investment Advisor Representative working at George Mckelvey Company, Inc. in Sea Girt, NJ and has over 11 years of experience in the finance industry.

3
Kimberly A. Caldwell
CRD#: 4827279
529 Washington Blvd, Sea Girt, NJ 08750
93
Wealthminder
score

Kimberly Caldwell (CRD# 4827279) is an Investment Advisor Representative working at George Mckelvey Company, Inc. in Sea Girt, NJ and has over 10 years of experience in the finance industry.

4
Sharon A. Cooney Jones
CRD#: 1084829
529 Washington Blvd, Sea Girt, NJ 08750
93
Wealthminder
score

Sharon Cooney Jones (CRD# 1084829) is an Investment Advisor Representative working at George Mckelvey Company, Inc. in Sea Girt, NJ and has over 30 years of experience in the finance industry.

5
Robert A. Giunco
CRD#: 1411809
529 Washington Blvd, Sea Girt, NJ 08750
93
Wealthminder
score

Robert Giunco (CRD# 1411809) is an Investment Advisor Representative working at George Mckelvey Company, Inc. in Sea Girt, NJ and has over 20 years of experience in the finance industry.

6
Richard Looney
CRD#: 1778012
529 Washington Blvd, Sea Girt, NJ 08750
93
Wealthminder
score

Richard Looney (CRD# 1778012) is an Investment Advisor Representative working at George Mckelvey Company, Inc. in Sea Girt, NJ and has over 20 years of experience in the finance industry.

7
Robert G. McKelvey
CRD#: 820698
529 Washington Blvd, Sea Girt, NJ 08750
93
Wealthminder
score

Robert McKelvey (CRD# 820698) is an Investment Advisor Representative working at George Mckelvey Company, Inc. in Sea Girt, NJ and has over 20 years of experience in the finance industry.

8
Michael J. Messinger
CRD#: 2302987
529 Washington Blvd, Sea Girt, NJ 08750
93
Wealthminder
score

Michael Messinger (CRD# 2302987) is an Investment Advisor Representative working at George Mckelvey Company, Inc. in Sea Girt, NJ and has over 21 years of experience in the finance industry.

9
Daravy Son
CRD#: 2433250
529 Washington Blvd, Sea Girt, NJ 08750
93
Wealthminder
score

Daravy Son (CRD# 2433250) is an Investment Advisor Representative working at George Mckelvey Company, Inc. in Sea Girt, NJ and has over 22 years of experience in the finance industry.

10
Kim Trzeciak
CRD#: 4369919
529 Washington Blvd, Sea Girt, NJ 08750
93
Wealthminder
score

Kim Trzeciak (CRD# 4369919) is an Investment Advisor Representative working at George Mckelvey Company, Inc. in Sea Girt, NJ and has over 9 years of experience in the finance industry.

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