Kelly And Associates

Kelly And Associates (CRD# 115473) is a financial advisory firm headquartered in Austin, TX. They manage $1,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
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 Kelly And Associates
Showing 1 - 1 of 1 top financial advisors.
David J. Kelly
CRD#: 2142978
3 Cielo Center, 4th Floor, 1250 Capital Of Texas Hwy, South, Austin, TX 78746

David Kelly (CRD# 2142978) is an Investment Advisor Representative working at Kelly And Associates in Austin, TX and has over 26 years of experience in the finance industry.

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