The Kelly Group
The Kelly Group (CRD# 310140) is a financial advisory firm headquartered in Bel Air, MD. They manage $810,923,460 in 2,737 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management811MILLION
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Total Number of Accounts2,737ACCOUNTS
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Average Account Value$296,282
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, IN, MD, MI, NC, NH, NJ, OH, PA, SC, TN, TX, VA, WV
Chad Arrington (CRD# 5675731) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has over 11 years of experience in the finance industry.
Jodi Davis (CRD# 5643081) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has over 14 years of experience in the finance industry.
Richard Fletcher (CRD# 2234683) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has over 28 years of experience in the finance industry.
Bryan Kelly (CRD# 2284469) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has over 30 years of experience in the finance industry.
Charles Wolpoff (CRD# 4432165) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has over 22 years of experience in the finance industry.
Jacob Adkins (CRD# 6808246) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has 1 year of experience in the finance industry.
Michael Bertrand (CRD# 2217748) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has 1 year of experience in the finance industry.
Thomas Cusick (CRD# 6670047) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has over 4 years of experience in the finance industry.
Jordan Heaps (CRD# 6442311) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has over 2 years of experience in the finance industry.
Joseph Henninger (CRD# 6367009) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has 1 year of experience in the finance industry.