Bernard M. Kiely
Professional summary
Bernard Mark Kiely, CFP®, who also goes by Bernard Mark Keiley, is a registered financial advisor currently at KIELY CAPITAL MANAGEMENT, INC. located in Morristown, New Jersey.
Bernard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Bernard has worked at 4 firms and has passed the Series 63 and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bernard Mark Kiely's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1985
Experience
January 23, 2006 - Present
KIELY CAPITAL MANAGEMENT, INC.
Office #1: 51 Dumont Place, Morristown, NJ 07960-4125November 11, 2004 - December 31, 2005
KIELY CAPITAL MANAGEMENT, INC.
July 25, 2002 - January 27, 2004
KIELY CAPITAL MANAGEMENT, INC.
November 14, 1989 - December 31, 1992
NATHAN & LEWIS SECURITIES, INC.
January 16, 1989 - November 15, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
January 3, 1989 - January 24, 1989
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/23/2006)
(6/1/2017)
Exams
Current Firm
KIELY CAPITAL MANAGEMENT, INC.
CRD#: 121480 / SEC#: 801-62758
Contact information
Regulatory assets under management
| Total Number of Accounts | 85 |
| AUM (Assets Under Management) | $ 59,300,073 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/07/2025 | ||
| 08/28/2024 | ||
| 10/16/2023 | ||
| 11/16/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
