Charles R. Wolpoff

THE KELLY GROUP

Bel Air, MD 21014

Some features on this profile are disabled

CRD#: 4432165

Professional summary

Charles Robert Wolpoff, AIF®, CFP® is a registered financial advisor currently at THE KELLY GROUP located in Bel Air, Maryland.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Charles has worked at 6 firms and has passed the Series 66, SIE 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.

1)CHARLES R. WOLPOFF, 15 LONGKNOLL WAY, KINGSVILLE, MD 21087. BEGAN 9/2001 AS SOLE PROPRIETOR OF INSURANCE BUSINESS. DEVOTES 0 HR/MO- NONE DURING TRADING. 2)HARFORD COMMUNITY COLLEGE, 401 THOMAS RUN RD, BEL AIR, MD 21015. BEGAN 9/2013 AS TEACHER. DEVOTES APPX 20 HRS/YR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Robert Wolpoff'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

October 9, 2020 - Present

THE KELLY GROUP

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

RIA

CRD#: 310140

Bel Air, MD

Past

January 7, 2013 - October 15, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

BEL AIR, MD

Past

January 7, 2013 - October 15, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

BEL AIR, MD

Past

May 29, 2009 - January 15, 2013

FOUNDERS FINANCIAL SECURITIES LLC

RIA

CRD#: 137945

TOWSON, MD

Past

May 29, 2009 - January 15, 2013

FOUNDERS FINANCIAL SECURITIES LLC

CRD#: 137945

TOWSON, MD

Past

October 5, 2001 - June 2, 2009

OSAIC FA, INC.

RIA

CRD#: 3978

WESTMINISTER, MD

Past

August 20, 2001 - April 21, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

August 20, 2001 - June 2, 2009

OSAIC FA, INC.

CRD#: 3978

WESTMINISTER, MD

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

Maryland
(10/9/2020)

IAR

Pennsylvania
(10/28/2020)

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 66

Date: 9/12/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/17/2001

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Charles R. Wolpoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Robert Wolpoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

FOUNDERS FINANCIAL SECURITIES LLC

FOUNDERS FINANCIAL SECURITIES LLC

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

THE KELLY GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 9/12/2001

SIE

Date: 10/1/2018

Series 7

Date: 8/17/2001

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

Similar Advisors