Kiely Wealth Advisory Group, Inc.

Kiely Wealth Advisory Group, Inc. (CRD# 109438) is a financial advisory firm headquartered in , . They manage $356,631,765 in 3,002 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    357
    MILLION
  • Total Number of Accounts
    3,002
    ACCOUNTS
  • Average Account Value
    $118,798
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • 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.

FL, NC, NY, SC, TX, VA

Financial Advisors at Kiely Wealth Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Richard P. Cauchon
CRD#: 6207591
Oak Ridge, NC
89
Wealthminder
score

Richard Cauchon (CRD# 6207591) is an Investment Advisor Representative working at Kiely Wealth Advisory Group, Inc. in Oak Ridge, NC and has over 4 years of experience in the finance industry.

2
Eric W. Zetterholm
CRD#: 5731789
1100 Ridgefield Blvd; Suite 100, Asheville, NC 28806
61
Wealthminder
score

Eric Zetterholm (CRD# 5731789) is an Investment Advisor Representative working at Kiely Wealth Advisory Group, Inc. in Asheville, NC and has over 7 years of experience in the finance industry.

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