RK
Ryan F. Kelly
RFK CAPITAL MANAGEMENT
Sandy, UT
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CRD#: 5907617
RK
Professional summary
Ryan F Kelly, CFP® is a registered financial advisor currently at RFK CAPITAL MANAGEMENT located in Sandy, Utah.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ryan 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 Ryan F 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®
CFP®
Start date: 2019
Experience
Current
April 19, 2018 - Present
RFK CAPITAL MANAGEMENT
RIA
CRD#: 295075
Sandy, UT
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
Texas(4/18/2023)
IAR
Utah(4/19/2018)
Current Firm
RC
RFK CAPITAL MANAGEMENT
RFK CAPITAL MANAGEMENT | RFK CAPITAL MANAGEMENT, LLC
CRD#: 295075 / SEC#:
Texas
Registered Investment Advisory firm - (4/3/2023 Conditional Restricted)Utah
Registered Investment Advisory firm - (4/19/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9903 S. Pinehurst Drive, Sandy, UT 84092
Mailing Address
Phone number
(801) 372-1446
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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