Kiely Capital Management, Inc.

Kiely Capital Management, Inc. (CRD# 121480) is a financial advisory firm headquartered in Morristown, NJ. They manage $50,426,189 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $1,072,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

NJ

Financial Advisors at Kiely Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bernard M. Kiely
CRD#: 1900016
51 Dumont Place, Morristown, NJ 07960
101
Wealthminder
score

Bernard Kiely (CRD# 1900016) is an Investment Advisor Representative working at Kiely Capital Management, Inc. in Morristown, NJ and has over 27 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.

2
Yvonne C. Kiely
CRD#: 2662590
51 Dumont Place, Morristown, NJ 07960
87
Wealthminder
score

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.

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