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AK

Adam R. Kelly

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CRD#: 2817784
AK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Adam R. M. Kelly, who also goes by Adam Ryan Kelly, Adam Ryan Mckenrick Kelly, Adam Ryan Mckenrick Kelly, Adamryan Mckenrick Kelly, was a registered financial professional .

Adam is a previously registered financial professional and started their career in finance in 1997. Adam had worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Adam Ryan Kelly | Adam Ryan Mckenrick Kelly | Adam Ryan Mckenrick Kelly | Adamryan Mckenrick Kelly

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 7, 2015 - December 2, 2019

ETF DISTRIBUTORS LLC

BD
CRD#: 166181
HARTFORD, CT
Past

December 8, 2014 - May 10, 2022

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

January 30, 2012 - September 12, 2013

GAGE-WILEY & CO., INC.

BD
CRD#: 344
NORTHAMPTON, MA
Past

September 1, 2010 - January 26, 2012

TRUSTMONT FINANCIAL GROUP, INC.

BD
CRD#: 18312
GREENSBURG, PA
Past

April 12, 2004 - January 14, 2009

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PITTSBURGH, PA
Past

June 16, 1999 - June 17, 2002

DREYFUS INVESTMENT SERVICES COMPANY, LLC

BD
CRD#: 17477
PITTSBURGH, PA
Past

February 11, 1998 - March 17, 1998

EMMETT A LARKIN COMPANY, INC.

BD
CRD#: 6625
SAN FRANCISCO, CA
Past

September 11, 1997 - January 16, 1998

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/26/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


ED
ETF DISTRIBUTORS LLC
ETF DISTRIBUTORS LLC

CRD#: 166181 / SEC#: , 8-69191

BD
Terminated by SEC on 01/30/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/15/2012
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ETFIS HOLDINGS LLCSOLE MEMBER
BROWN, MATTHEW BARRETTPRESIDENT4859559
HANLEY, DAVID GEORGE JRTREASURER, FINOP5455435
MARTIN, DAVID CAMBRIDGECHIEF COMPLIANCE OFFICER1466549
SMALLEY, WILLIAM JUSTINEXECUTIVE VICE PRESIDENT5278853

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.

Company Information


ETF DISTRIBUTORS LLC

CRD#: 166181

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