Yvonne C. Kiely
Professional summary
Yvonne Cicetti Kiely, who also goes by Yvonne Geraldine Cicetti, Yvonne C Kiely, is a registered financial advisor currently at KIELY CAPITAL MANAGEMENT, INC. located in Morristown, New Jersey.
Yvonne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Yvonne has worked at 1 firm and has passed the Series 2 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Yvonne Cicetti Kiely's CRS (Customer Relationship Summary).
Certified licenses
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 30, 2002 - January 27, 2004
KIELY CAPITAL MANAGEMENT, 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)
Exams
Series 2
Date: 9/14/1995
Non-Member General Securities ExaminationCurrent 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
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