Bryan E. Kelly

THE KELLY GROUP

Bel Air, MD 21014

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CRD#: 2284469

Professional summary

Bryan Elliott Kelly, CFP® is a registered financial advisor currently at THE KELLY GROUP located in Bel Air, Maryland.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Bryan has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Elliott Kelly's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

January 2, 2021 - Present

THE KELLY GROUP

Office #1: 48 East Gordon Street, Bel Air, MD 21014

RIA

CRD#: 310140

Bel Air, MD

Past

March 28, 2005 - December 31, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

BEL AIR, MD

Past

March 13, 2000 - March 28, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA

CRD#: 39543

BEL AIR, MD

Past

March 1, 2000 - December 31, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

BEL AIR, MD

Past

April 8, 1997 - March 3, 2000

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

June 21, 1995 - April 10, 1997

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

May 12, 1995 - June 13, 1995

ALLFIRST BROKERAGE CORPORATION

CRD#: 17531

BALTIMORE, MD

Past

October 21, 1994 - April 25, 1995

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

October 21, 1993 - September 28, 1994

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

October 23, 1992 - October 25, 1993

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE KELLY GROUP

KELLY FINANCIAL GROUP, LLC | THE KELLY GROUP

CRD#: 310140 / SEC#: 801-119450

RIA

Registered Investment Advisory firm - (10/2/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/2/2021)

IAR

Delaware
(1/2/2021)

IAR

Maryland
(1/2/2021)

IAR

Michigan
(1/2/2021)

IAR

New Hampshire
(1/2/2021)

IAR

North Carolina
(1/2/2021)

IAR

Ohio
(1/4/2021)

IAR

Pennsylvania
(1/2/2021)

IAR

South Carolina
(1/2/2021)

IAR

Texas
(1/2/2021)

IAR

Virginia
(1/2/2021)

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

State Security Law Exam

IAR

Series 65

Date: 12/11/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/26/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/3/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/21/1992

General Securities Representative Examination

Current Firm

THE KELLY GROUP

KELLY FINANCIAL GROUP, LLC | THE KELLY GROUP

CRD#: 310140 / SEC#: 801-119450

RIA

Registered Investment Advisory firm - (10/2/2020 Approved)

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Contact information

Main Address

48 East Gordon Street, Bel Air, MD 21014

Mailing Address

Phone number

(410) 893-0560

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE KELLY GROUP - BROCHURE - MARCH 31, 2025 (3/31/2025)

THE KELLY GROUP - BROCHURE - NOVEMBER 27, 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,936
AUM (Assets Under Management)	$ 953,228,816

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.

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Advisor Monitoring

Firm Stability Insights

Bryan E. Kelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Elliott Kelly's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE KELLY GROUP

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

AVANTAX INVESTMENT SERVICES, INC.

FIDELITY BROKERAGE SERVICES LLC

ALLFIRST BROKERAGE CORPORATION

AVANTAX INVESTMENT SERVICES, INC.

FIDELITY BROKERAGE SERVICES LLC

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

THE KELLY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/1995

Series 63

Date: 8/26/1993

SIE

Date: 10/1/2018

Series 31

Date: 1/3/2006

Series 7

Date: 10/21/1992

Current Firm

THE KELLY GROUP

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE KELLY GROUP

TRUST BUT VERIFY

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