PK
Patrick R. Kelly
SIGNAL ADVISORS WEALTH
BIRMINGHAM, MI
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CRD#: 5931188
PK
Professional summary
Patrick Richard Kelly JR, who also goes by Pat Kelly, is a registered financial advisor currently at SIGNAL ADVISORS WEALTH, LLC located in Birmingham, Michigan.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Patrick has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pat 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.
FUNCTION PLUS - NOT INVESTMENT RELATED - CO FOUNDER - 1215 YORKSHIRE RD., BIRMINGHAM MI - 10/2011 IS WHEN THE BUSINESS STARTED. INCORPORATED IN MAY 2012. 30 HOURS PER WEEK, FOUR DAYS PER WEEK. 10 HOURS DURING SECURITIES HOURS. MANAGING AND GUIDING ALL ASPECTS OF THE BUSINESS. I PROVIDE THE DIRECTION OF THE COMPANY AS A WHOLE BY IMPLEMENTING THE HIGHEST LEVEL OF STRATEGY
KELLY CAPITAL PARTNERS - 29100 NORTHWESTERN HIGHWAY SUITE 320, SOUTHFIELD MI 48034 - INSURANCE - SELLS INSURANCE BASED PRODUCTS - START DATE 2/2013 - NON INVESTMENT-RELATED - HALF OF TIME SPENT ON THIS OUTSIDE BUSINESS ACTIVITY.
Signal Advisors - 1555 Broadway St. 3rd floor, Detroit MI 48226 Insurance distribution - Start date 10/09/2018 - Devotes 60 hours a month to the OBA. Founder, providing strategic direction.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Richard Kelly JR'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
March 16, 2023 - Present
SIGNAL ADVISORS WEALTH, LLC
RIA
CRD#: 301086
BIRMINGHAM, MI
Past
April 16, 2019 - December 1, 2022
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
Southfield, MI
Past
March 17, 2014 - April 23, 2019
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
SOUTHFIELD, MI
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".
SA
SIGNAL ADVISORS WEALTH, LLC
CARDINAL WEALTH MANAGEMENT LLC | TWO WATERS WEALTH MANAGEMENT | SIGNAL WEALTH | SIGNAL ADVISORS WEALTH, LLC | SECURE MONEY STRATEGIES, LLC | RETIREMENT PROTECTORS, INC. | RELIABLE WEALTH FINANCIAL GROUP | NEW SMYRNA BEACH RETIREMENT SOLUTIONS | LIONHEAD ASSET MANAGEMENT | JOURNEY WEALTH STRATEGIES | HERITAGE FINANCIAL RESOURCES WEALTH MANAGEMENT, LLC | FJ SHAW PRIVATE WEALTH | FAMILY RETIREMENT SERVICES | CASHMORE INVESTMENTS
CRD#: 301086 / SEC#: 801-127017
RIA
Registered Investment Advisory firm - (12/8/2022 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
Michigan(3/16/2023)
Current Firm
SA
SIGNAL ADVISORS WEALTH, LLC
CARDINAL WEALTH MANAGEMENT LLC | TWO WATERS WEALTH MANAGEMENT | SIGNAL WEALTH | SIGNAL ADVISORS WEALTH, LLC | SECURE MONEY STRATEGIES, LLC | RETIREMENT PROTECTORS, INC. | RELIABLE WEALTH FINANCIAL GROUP | NEW SMYRNA BEACH RETIREMENT SOLUTIONS | LIONHEAD ASSET MANAGEMENT | JOURNEY WEALTH STRATEGIES | HERITAGE FINANCIAL RESOURCES WEALTH MANAGEMENT, LLC | FJ SHAW PRIVATE WEALTH | FAMILY RETIREMENT SERVICES | CASHMORE INVESTMENTS
CRD#: 301086 / SEC#: 801-127017
RIA
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Contact information
Main Address
1555 Broadway St, Detroit, MI 48226
Mailing Address
Phone number
+1 (866) 774-4625
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,250 |
| AUM (Assets Under Management) | $ 1,352,814,108 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
