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
165 Bamm Hollow Road, Middletown, NJ 07748
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $147,857
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
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Joseph C. Kelly & Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Kelly, financial advisor Middletown NJ
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 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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