Kiely Capital Management, Inc.
Kiely Capital Management, Inc. (CRD# 121480) is a financial advisory firm headquartered in Morristown, NJ. They manage $50,581,451 in 47 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management51MILLION
Total Number of Accounts47ACCOUNTS
Average Account Value$1,076,201
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bernard Kiely (CRD# 1900016) is an Investment Advisor Representative working at Kiely Capital Management, Inc. in Morristown, NJ and has over 28 years of experience in the finance industry. Bernard Kiely has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Yvonne Kiely (CRD# 2662590) is an Investment Advisor Representative working at Kiely Capital Management, Inc. in Morristown, NJ and has 1 year of experience in the finance industry.