Bruce D. Kelvington

SKADVISORS

ORLANDO, FL

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CRD#: 4561725

Professional summary

Bruce Daryl Kelvington is a registered financial advisor currently at SKADVISORS, LLC located in Orlando, Florida.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bruce has worked at 2 firms and has passed the Series 65 exam.

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.

Entity: CFO Outsourcing Group, LLC Activity: Not Investment Related Address: 1716 Oakmont Lane, Orlando, Florida 32804 Description: Accounting and bookkeeping related services. Position & Title: CPA and Managing Member Start Date: April 2016 Time Management: Spend approximately 10%-30% of the business day servicing the needs of the accounting practice. Duties: Oversee the management and operations of the accounting firm. Entity: Simon, Kelvington & Shealy, LLC Activity: Not Investment Related Address: 1800 Pembrook Drive, Orlando Florida 32804 Description: Accounting firm. Position & Title: CPA and Managing Member Start Date: December 2008 Time Management: No time spent with this firm's accounting practice. Duties: None.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Daryl Kelvington'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®

None

Experience

Current

January 4, 2005 - Present

SKADVISORS, LLC

RIA

CRD#: 133532

ORLANDO, FL

Past

February 23, 2001 - January 10, 2005

FERRELL WEALTH MANAGEMENT INC.

RIA

CRD#: 106245

WINTER PARK, FL

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

Florida
(1/4/2005)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/19/1999

Uniform Investment Adviser Law Examination

Current Firm

SKADVISORS, LLC

SKADVISORS, LLC | VERITAS WEALTH MANAGEMENT, LLC

CRD#: 133532 / SEC#:

Florida

Registered Investment Advisory firm - (1/4/2005 Approved)

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Contact information

Main Address

Maitland, FL

Mailing Address

Phone number

(407) 910-3113

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	562
AUM (Assets Under Management)	$ 75,500,000

Red Flags

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Bruce D. Kelvington

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Daryl Kelvington's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKADVISORS, LLC

FERRELL WEALTH MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/19/1999

Current Firm

SKADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SKADVISORS, LLC

TRUST BUT VERIFY

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