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).

Current Firm Details
48 East Gordon Street, Bel Air, MD 21014
http://kellyria.com
By the Numbers
  • Total Assets Under Management
    811
    MILLION
  • Total Number of Accounts
    2,737
    ACCOUNTS
  • Average Account Value
    $296,282
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, GA, IN, MD, MI, NC, NH, NJ, OH, PA, SC, TN, TX, VA, WV

Financial Advisors at The Kelly Group
Showing 11 - 12 of 12 top financial advisors.
11
Lauren Madison, financial advisor Bel Air MD
Lauren Madison
CRD#: 7431698
48 East Gordon Street, Bel Air, MD 21014

Lauren Madison (CRD# 7431698) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has 1 year of experience in the finance industry.

12
Zachary Smith, financial advisor Blacksburg VA
Zachary M. Smith
CRD#: 6959970
Blacksburg, VA

Zachary Smith (CRD# 6959970) is an Investment Advisor Representative working at The Kelly Group in Blacksburg, VA and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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