Chad T. Arrington
THE KELLY GROUP
Bel Air, MD 21014
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CRD#: 5675731
Professional summary
Chad Thomas Arrington, CFP® is a registered financial advisor currently at THE KELLY GROUP located in Bel Air, Maryland.
Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Chad has worked at 3 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.
Financial Planning Association Of Maryland, Non-Investment Related, PO Box 799, Reisterstown, MD, Professional Development Organization, Director And Partner Liaison, 1/01/20, 2.5 HRS/MO, 1 TRADING HR/ MO, Work with Professionals and Other Board Members to Develop Educational Programming and Networking Opportunities. Greater Bel Air Community Foundation, Non-Investment Related, P.O. Box 412 Bel Air, MD 21014, Community Development and Outreach Organization, Treasurer, 1/1/2024, 2.5 HRS/MO, 0 TRADING HRS/ MO., To Review and Record Transactions Approved by The Board of Directors.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Thomas Arrington'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®
CFP®
Start date: 2012
Experience
Current
October 16, 2020 - Present
THE KELLY GROUP
Office #1: 48 East Gordon Street, Bel Air, MD 21014RIA
CRD#: 310140
Bel Air, MD
Past
July 18, 2013 - October 15, 2020
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
BEL AIR, MD
Past
November 21, 2012 - October 15, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
BEL AIR, MD
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".
TK
THE KELLY GROUP
KELLY FINANCIAL GROUP, LLC | THE KELLY GROUP
CRD#: 310140 / SEC#: 801-119450
RIA
Registered Investment Advisory firm - (10/2/2020 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
California(10/16/2020)
IAR
Delaware(10/16/2020)
IAR
Maryland(10/16/2020)
IAR
Michigan(10/28/2020)
IAR
New Hampshire(10/16/2020)
IAR
North Carolina(10/16/2020)
IAR
Ohio(10/16/2020)
IAR
Pennsylvania(10/16/2020)
IAR
South Carolina(10/16/2020)
IAR
Texas(10/28/2020)
IAR
Virginia(10/16/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TK
THE KELLY GROUP
KELLY FINANCIAL GROUP, LLC | THE KELLY GROUP
CRD#: 310140 / SEC#: 801-119450
RIA
Registered Investment Advisory firm - (10/2/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
48 East Gordon Street, Bel Air, MD 21014
Mailing Address
Phone number
(410) 893-0560
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,936 |
| AUM (Assets Under Management) | $ 953,228,816 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE KELLY GROUP
CRD#: 310140Bel Air, MD 21014TRUST BUT VERIFY
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