Kevin Kelly, financial advisor Chicago IL
90 score

Kevin Kelly

CRD Number: 5948053
Current Firm: Blackrock Investment Management, LLC

Kevin Kelly (CRD# 5948053) is an Investment Advisor Representative working at Blackrock Investment Management, LLC in Chicago, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Blackrock Investments, LLC Princeton, NJ Jul 2015 - Current 2
Blackrock Pronceton, NJ May 2015 - Current 2
Lord, Abbett & Company LLC Jersey City, NJ Feb 2013 - Apr 2015 2
Morgan Stanley Smith Barney Shrewsbury, NJ Jul 2012 - Dec 2012 < 1
Newport Capital Group Red Bank, NJ Mar 2012 - Jul 2012 < 1
Unemployed Colts Neck, NJ Jan 2012 - Mar 2012 < 1
University Of South Florida Tampa, FL Jan 2010 - Dec 2011 1
Reedley College Reedley, CA Jan 2008 - Dec 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Kevin J. Kelly
Phone Number: 609-282-2000
Firm Website: http://www.blackrock.com
Registered State(s):
  • IL
  • NJ
  • MI
By the Numbers
  • Total Assets Under Management
    227,050
    MILLIONS
  • Total Number of Accounts
    34,323
    ACCOUNTS
  • Average Account Value
    $6,615,089
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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