Ryan S. Kelly
DAVENPORT & COMPANY LLC
Durham, NC 27705
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CRD#: 4458454
Professional summary
Ryan Scott Kelly, CFP®, who also goes by Ryan S Kelly, Ryan S Kelly, is a registered financial advisor currently at DAVENPORT & COMPANY LLC located in Durham, North Carolina.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Ryan has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Estate Planning
Employee and Employer Plan Ben...
Investment Planning
Retirement Income Management
Budgeting
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Ryan S Kelly | Ryan S 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.
(1)Name of Business: J & H Timber LLC Address: Fulford Point Road, Lowland, NC, 28552, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 06/22/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Not much - just watch trees grow. (2)Name of Business: Kelly Wealth Management Group Address: 2828 Pickett Rd Ste 280, Durham, NC, 27705-5613, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/07/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: RJFS branch owner (3)Name of Business: Pintail landing llc Address: 145 Kelly Watson Rd. \n\n, Lowland, NC, 28512, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 04/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: member of hunting club (4)Name of Business: Ricks Properties LLC Address: 310 Ricks Road, Selma, NC, 27713, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Nothing. My parents run it and receive all income.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Scott Kelly's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Ryan Scott Kelly's 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®
Start date: 2013
Experience
Current
May 8, 2025 - Present
DAVENPORT & COMPANY LLC
Office #1: 2828 Pickett Road Suite 280, Durham, NC 27705RIA
BD
CRD#: 1588
Durham, NC
Current
May 8, 2025 - Present
DAVENPORT & COMPANY LLC
Office #1: 2828 Pickett Road Suite 280, Durham, NC 27705RIA
BD
CRD#: 1588
Durham, NC
Past
March 7, 2024 - April 25, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Durham, NC
Past
March 7, 2024 - April 25, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Durham, NC
Past
February 8, 2007 - March 15, 2024
EDWARD JONES
RIA
CRD#: 250
DURHAM, NC
Past
December 6, 2001 - March 15, 2024
EDWARD JONES
BD
CRD#: 250
DURHAM, NC
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".
DAVENPORT & COMPANY LLC
DAVENPORT & CO. OF VIRGINIA, INC. | DAVENPORT TRUST COMPANY | DAVENPORT FINANCIAL ADVISORS | DAVENPORT ASSET MANAGEMENT | DAVENPORT & COMPANY LLC
CRD#: 1588 / SEC#: 801-13057, 8-17103
RIA
Registered Investment Advisory firm - SEC (6/2/1977 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/22/2025)
RR
Arizona(5/8/2025)
RR
Florida(6/26/2025)
RR
Georgia(5/8/2025)
RR
Illinois(7/18/2025)
RR
Maine(5/8/2025)
RR
Michigan(7/23/2025)
RR
New York(5/8/2025)
RR
North Carolina(5/8/2025)
IAR
North Carolina(5/28/2025)
RR
Ohio(5/9/2025)
RR
Pennsylvania(5/8/2025)
RR
South Carolina(5/8/2025)
RR
Tennessee(5/8/2025)
IAR
Texas(5/8/2025)
RR
Texas(6/17/2025)
RR
Virginia(5/8/2025)
RR
Washington(5/8/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
DAVENPORT & COMPANY LLC
DAVENPORT & CO. OF VIRGINIA, INC. | DAVENPORT TRUST COMPANY | DAVENPORT FINANCIAL ADVISORS | DAVENPORT ASSET MANAGEMENT | DAVENPORT & COMPANY LLC
CRD#: 1588 / SEC#: 801-13057, 8-17103
RIA
Registered Investment Advisory firm - SEC (6/2/1977 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219
Mailing Address
P.o. Box 85678, Richmond, VA 23285-5678
Phone number
(804) 780-2000
Established
Virginia since 01/31/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
507
SEC notice filing (51 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DAVA CORP. | MEMBER | |
| DAVENPORT & CO. OF VIRGINIA, INC | MEMBER | |
| DAVENPORT CORP. | MEMBER | |
| DAVENPORT IV, INC | MEMBER | |
| ACKERLY, JOHN PAUL IV | DIRECTOR | 2460550 |
| ALLBURN, SEAN JAMES | DIRECTOR | 2605269 |
| ANDERSON, DAVID CHARLES | DIRECTOR | 2312279 |
| BALLOWE, HYLAH BOYD | DIRECTOR | 2533434 |
| BARKSDALE, WILLIAM RANDOLPH IV | DIRECTOR | 720050 |
| BOLL, KEVIN GEORGE JR | DIRECTOR | 2881689 |
| BRIGULIO, JR., BRIAN MITCHELL | DIRECTOR | 4970410 |
| BROWN, EDWARD TRIGG JR | DIRECTOR | 850295 |
| CAPSHAW, WILLIAM D II | DIRECTOR | 5725314 |
| CASON, SHANE M | DIRECTOR | 4500533 |
| CHAPMAN, IRVING LEE IV | PRESIDENT, CEO, DIRECTOR | 2489697 |
| COLE, EDWARD FISCUS III | DIRECTOR | 4146443 |
| CRAWLEY, JAMES EDWARD | DIRECTOR | 1776949 |
| CROCKETT, HOLLY RAY | DIRECTOR | 1682414 |
| CROWDER, ALISON SANDERS | CHIEF COMPLIANCE OFFICER - IA | 6658906 |
| DAVENPORT FIVE, INC | MEMBER | |
| DOLAN, RICHARD EDWARD III | DIRECTOR | 2348347 |
| FERRELL, LEAVENWORTH MCGILL II | DIRECTOR | 4578007 |
| FRAM, FREDERICK GORDON | CHIEF ADMINISTRATIVE OFFICER, DIRECTOR, AML COMPLIANCE OFFICER | 1701062 |
| FREEMAN, STEVEN RUSSELL | DIRECTOR | 1574425 |
| GALLIHUGH, MAUREEN ANN | DIRECTOR | 1125521 |
| GANSMAN, JOHN ROBERT | DIRECTOR | 2382152 |
| GEHO, HARRISON MONCURE | DIRECTOR | 2361637 |
| GRAGNANI JR, ROBERT A | DIRECTOR | 5098764 |
| GREGORY, KENNETH STUART | DIRECTOR | 1160002 |
| HAMILTON, HARRY WAYNE III | DIRECTOR | 1345514 |
| HERSHEY, WILLIAM ROBERTSON BEVERLEY | DIRECTOR, CFO, FINOP AND PRINCIPAL FINANCIAL OFFICER | 2909345 |
| HOOPER, LUCY WILLIAMS | DIRECTOR | 733228 |
| KEHLENBECK, VIRGINIA WORTHAM | DIRECTOR | 4555885 |
| KOOCH, ROLAND MARION JR | DIRECTOR | 2382419 |
| LAUX, KYLE A | DIRECTOR | 4550086 |
| LOMBARD, JOSEPH ANTHONY III | DIRECTOR | 4013073 |
| MCELHANEY, JON TAYLOR | DIRECTOR | 2883725 |
| MIZELL, ROBERT FRANCIS | DIRECTOR | 1836694 |
| OMOHUNDRO, JEFFREY FLOYD | DIRECTOR | 2155707 |
| OWEN, RICHARD GAILLARD | DIRECTOR | 1197506 |
| PAUCKE, JOSEPH WALTER | DIRECTOR | 1208500 |
| PEARSON, CHRISTOPHER GLENN | DIRECTOR | 4979730 |
| PISCITELLI, JOHN ANTHONY | DIRECTOR | 1359023 |
| POSNER, DAVID JOSEPH | DIRECTOR | 6134514 |
| PRICE, THOMAS WINSTON | DIRECTOR | 2895319 |
| PRILLAMAN, GRAYSON BISHOP | DIRECTOR | 2707727 |
| REUSS, PETER LAWRENCE | DIRECTOR | 2681772 |
| RICHMOND, ANN MINORNUCKOLS | DIRECTOR, TREASURER, AND PRINCIPAL OPERATIONS OFFICER | 2144754 |
| ROGERS, COURTNEY EDWARD | DIRECTOR | 2237168 |
| ROSE, DAVID PETER | DIRECTOR | 1288846 |
| RULLMAN, NATHANIEL H | DIRECTOR | 5897465 |
| SANDERSON, JAMES EDWARD | DIRECTOR | 4886781 |
| SEVERT, TAMMY RENE | DIRECTOR | 3020053 |
| SMITH, GEORGE LEVIN | DIRECTOR | 2988110 |
| STRATTON, JONATHAN AUBREY | CHIEF COMPLIANCE OFFICER-BD | 4808131 |
| SULANKE, GEOFFREY ADAM | DIRECTOR | 4808910 |
| TAYLOR, TIMOTHY STEWART | DIRECTOR | 1492229 |
| TERZIMEHIC, EDIN NMN | ROSFP | 4634023 |
| TRICE, FRANKLIN ALEXANDER | DIRECTOR | 2219809 |
| VALENTINE, EUGENE MASSIE JR | DIRECTOR | 1072110 |
| VALENTINE, HENRY LEE III | DIRECTOR | 1137054 |
| WAGNER, ARIC NORMAN | DIRECTOR | 2267313 |
| WATSON, BRADLEY LAWRENCE | DIRECTOR | 2415210 |
| WELLFORD JR, TEN EYCK THOMPSON | DIRECTOR | 4985143 |
| WORTHAM, COLEMAN III | CHAIRMAN, DIRECTOR | 472921 |
| YOUNG, ARMISTEAD C IV | DIRECTOR | 2444107 |
Regulatory assets under management
| Total Number of Accounts | 22,591 |
| AUM (Assets Under Management) | $ 22,474,315,624 |
Disclosures
| Regulatory Event | 16 |
| Arbitration | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/22/2025 | ||
| 09/25/2023 | ||
| 01/10/2023 |
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.
