Bryan G. Kelly

HODOS WEALTH GROUP

The Woodlands, TX 77380

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CRD#: 4991358

Professional summary

Bryan Gilbert Kelly, CFA is a registered financial advisor currently at HODOS WEALTH GROUP, LLC located in The Woodlands, Texas.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Bryan has worked at 4 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Gilbert 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®

CFA

Chartered Financial Analyst

Experience

Current

January 20, 2021 - Present

HODOS WEALTH GROUP, LLC

Office #1: 1790 Hughes Landing Blvd. Suite 400, The Woodlands, TX 77380

RIA

CRD#: 311705

The Woodlands, TX

Past

November 30, 2012 - February 18, 2021

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

HOUSTON, TX

Past

November 29, 2012 - January 25, 2021

LPL FINANCIAL LLC

CRD#: 6413

HOUSTON, TX

Past

September 2, 2008 - December 19, 2012

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

HOUSTON, TX

Past

February 14, 2006 - December 19, 2012

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

HOUSTON, TX

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

Louisiana
(2/18/2021)

IAR

Texas
(1/20/2021)

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: 4/11/2006

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: 2/13/2006

General Securities Representative Examination

Current Firm

HODOS WEALTH GROUP, LLC

CRD#: 311705 / SEC#:

Louisiana

Registered Investment Advisory firm - (2/18/2021 Approved)

Texas

Registered Investment Advisory firm - (1/20/2021 Approved)

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Contact information

Main Address

1790 Hughes Landing Blvd. Suite 400, The Woodlands, TX 77380

Mailing Address

Phone number

(832) 691-6150

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	81
AUM (Assets Under Management)	$ 25,566,690

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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Bryan G. Kelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Gilbert Kelly's CRS (Customer Relationship Summary).

Certified licenses

Experience

HODOS WEALTH GROUP, LLC

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2006

SIE

Date: 10/1/2018

Series 7

Date: 2/13/2006

Current Firm

HODOS WEALTH GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HODOS WEALTH GROUP, LLC

TRUST BUT VERIFY

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