Ryan T. Kelly

DUKE AND DUKE WEALTH MANAGEMENT

DOYLESTOWN, PA 18902

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CRD#: 5643367

Professional summary

Ryan Thomas Kelly, who also goes by Ryan Thomas Kelly, Ryan Kelly, is a registered financial advisor currently at DUKE AND DUKE WEALTH MANAGEMENT LLC located in Doylestown, Pennsylvania.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Ryan has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Ryan Thomas Kelly | Ryan 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Thomas 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®

None

Experience

Current

July 16, 2026 - Present

DUKE AND DUKE WEALTH MANAGEMENT LLC

Office #1: 3359 Durham Road, Suite 100, Doylestown, PA 18902

RIA

CRD#: 290184

DOYLESTOWN, PA

Past

March 15, 2023 - January 23, 2026

THRIVE WEALTH MANAGEMENT, LLC

RIA

CRD#: 168777

AUDUBON, PA

Past

September 14, 2022 - March 8, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

NEW YORK, NY

Past

August 18, 2022 - March 8, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

NEW YORK, NY

Past

October 6, 2021 - July 26, 2022

THRIVE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 281347

FORT WASHINGTON, PA

Past

July 8, 2016 - January 31, 2019

BOENNING & SCATTERGOOD, INC.

RIA

CRD#: 100

WEST CONSHOHOCKEN, PA

Past

July 8, 2016 - January 31, 2019

BOENNING & SCATTERGOOD, INC.

CRD#: 100

WEST CONSHOHOCKEN, PA

Past

July 14, 2014 - August 2, 2016

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

MEDIA, PA

Past

July 12, 2011 - August 2, 2016

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

MEDIA, PA

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

Pennsylvania
(7/16/2026)

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: 7/14/2014

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: 7/11/2011

General Securities Representative Examination

Current Firm

DUKE AND DUKE WEALTH MANAGEMENT LLC

CRD#: 290184 / SEC#:

New Jersey

Registered Investment Advisory firm - (12/5/2017 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/1/2017 Approved)

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Contact information

Main Address

3359 Durham Road, Suite 100, Doylestown, PA 18902

Mailing Address

Phone number

(267) 544-0333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	208
AUM (Assets Under Management)	$ 45,407,682

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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Advisor Monitoring

Firm Stability Insights

Ryan T. Kelly

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Thomas Kelly's CRS (Customer Relationship Summary).

Certified licenses

Experience

THRIVE WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

THRIVE CAPITAL MANAGEMENT, LLC

BOENNING & SCATTERGOOD, INC.

BOENNING & SCATTERGOOD, INC.

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/14/2014

SIE

Date: 10/1/2018

Series 7

Date: 7/11/2011

Current Firm

DUKE AND DUKE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DUKE AND DUKE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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