Christopher Gerard Kelly Jr
Professional Summary
Christopher Gerard Kelly JR, who also goes by Chris Kelly, is a registered financial advisor currently at PROVENIO CAPITAL located in Palm Beach, Florida. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Christopher has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chris Kelly
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
PROVENIO CAPITAL | PROVENIO CAPITAL MANAGEMENT LLC
Contact Information
Main Address
4400 Macarthur Blvd. Suite 300, Newport Beach, CA 92660Phone Number
(949) 301-9060# of Employees
11SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
132AUM (Assets Under Management)
$1,633,830,237Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
PROVENIO CAPITAL | PROVENIO CAPITAL MANAGEMENT LLC
State Registrations and Notice Filings
(3/6/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Nov 1997Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Gerard Kelly JR's CRS (Customer Relationship Summary).
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