Joseph C. Kelly & Associates, Inc.

Joseph C. Kelly & Associates, Inc. (CRD# 129279) is a financial advisory firm headquartered in Middletown, NJ. They manage $5,175,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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.


Financial Advisors at Joseph C. Kelly & Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
Joseph C. Kelly
CRD#: 2875675
165 Bamm Hollow Road, Middletown, NJ 07748

Joseph Kelly (CRD# 2875675) is an Investment Advisor Representative working at Joseph C. Kelly & Associates, Inc. in Middletown, NJ and has over 19 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.