DM
Daniel Mckelvey
MCKELVEY & ASSOCIATES
VAIL, CO 81657
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CRD#: 5146407
DM
Professional summary
Daniel Mckelvey is a registered financial advisor currently at MCKELVEY & ASSOCIATES, INC. located in Vail, Colorado.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Daniel has worked at 1 firm 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Mckelvey'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®
NoneExperience
Current
August 12, 2024 - Present
MCKELVEY & ASSOCIATES, INC.
Office #1: 4051 Bighorn Rd Unit 11i, Vail, CO 81657RIA
CRD#: 331991
VAIL, CO
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
Colorado(8/12/2024)
Current Firm
M&
MCKELVEY & ASSOCIATES, INC.
MCKELVEY & ASSOCIATES, INC.
CRD#: 331991 / SEC#:
Colorado
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Contact information
Main Address
4051 Bighorn Rd Unit 11i, Vail, CO 81657
Mailing Address
Phone number
(303) 578-8397
Established
Firm type
Fiscal year end
# of Employees
5
Red Flags
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