Robert J. Kelly

FARTHER

CRAWFORD, NJ

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CRD#: 4985157

Professional summary

Robert Joseph Kelly, who also goes by Bob Kelly, Robert J Kelly, Robert Joseph Kelly, Robert Kelly, is a registered financial advisor currently at FARTHER located in Crawford, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 87 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Kelly | Robert J Kelly | Robert Joseph Kelly | Robert 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.

I*124749 For profit or not for profit: Non-Profit Organization Name of outside business organization: Imagine, A Center for Coping with Loss Investment related: N Address of business: Mountainside, New Jersey 07092 Nature of business: Charitable Organization, Position, title, association: Trustee, Start date of relationship: 9/1/2018 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Member of the Board of Trustees for Imagine, A Center for Coping with Loss. Imagine provides free year-round grief loss services to children who have lost a loved one. Also sit on the Development committee.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Kelly'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®

None

Experience

Current

December 3, 2021 - Present

FARTHER

RIA

CRD#: 302050

CRAWFORD, NJ

Past

July 3, 2019 - December 7, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SHORT HILLS, NJ

Past

June 28, 2019 - December 7, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SHORT HILLS, NJ

Past

November 13, 2017 - May 14, 2019

J.P. MORGAN SECURITIES LLC

CRD#: 79

SUMMIT, NJ

Past

July 25, 2005 - May 5, 2014

SIDOTI & COMPANY, LLC

CRD#: 102860

NEW YORK, NY

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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 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

New Jersey
(12/6/2021)

IAR

Texas
(12/3/2021)

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: 6/24/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/22/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/13/2017

General Securities Representative Examination

General Industry/Product Exam

Series 87

Date: 8/12/2005

Research Analyst Exam - Part II Regulations Module

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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.

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Firm Stability Insights

Robert J. Kelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Kelly's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

SIDOTI & COMPANY, LLC

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 6/24/2019

Series 63

Date: 11/22/2017

SIE

Date: 10/1/2018

Series 7

Date: 11/13/2017

Series 87

Date: 8/12/2005

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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