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AK

Adam D. Kelsey

AMERICAN CAPITAL PARTNERS
New York, NY 10007
CRD#: 5979617
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AK
Adam David KelseyAMERICAN CAPITAL PARTNERS

Professional summary

Adam David Kelsey is a registered financial professional currently at AMERICAN CAPITAL PARTNERS, LLC located in New York, New York.

Adam is registered as a RR (Registered Representative) and started their career in finance in 2013. Adam has worked at 8 firms and has passed the Series 65, Series 63, Series 86, Series 87, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Adam David Kelsey's CRS (Customer Relationship Summary).
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

June 8, 2026 - Present

AMERICAN CAPITAL PARTNERS, LLC

Office #1: 4 World Trade Center 49th Floor, New York, NY 10007
BD
CRD#: 119249
New York, NY
Past

November 6, 2024 - May 16, 2025

ELEVATION POINT WEALTH PARTNERS, LLC

RIA
CRD#: 137068
Bloomington, MN
Past

March 27, 2018 - May 20, 2024

CRAIG-HALLUM CAPITAL GROUP LLC

BD
CRD#: 121395
MINNEAPOLIS, MN
Past

August 7, 2017 - January 17, 2018

HIGHTOWER ADVISORS, LLC

RIA
CRD#: 145323
MINNEAPOLIS, MN
Past

June 5, 2017 - January 17, 2018

HIGHTOWER SECURITIES, LLC

BD
CRD#: 116681
Minneapolis, MN
Past

October 20, 2016 - April 28, 2017

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

April 15, 2014 - December 31, 2014

ALLSPRING FUNDS MANAGEMENT, LLC

RIA
CRD#: 110841
BOSTON, MA
Past

July 30, 2013 - October 14, 2016

ALLSPRING FUNDS DISTRIBUTOR, LLC

BD
CRD#: 133366
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 3/28/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/22/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 86
Date: 6/8/2026
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 6/8/2026
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/29/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
New York Stock Exchange

Current Firm

AC
AMERICAN CAPITAL PARTNERS, LLC
ACP INVESTMENTS, LLC | AMERICAN CAPITAL PARTNERS, LLC

CRD#: 119249 / SEC#: , 8-65165

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information

Main Address
205 Oser Ave., Hauppauge, NY 11788
Mailing Address
205 Oser Ave., Hauppauge, NY 11788
Phone number
(631) 851-0918
Established
New York since 12/21/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CENTURY MANAGEMENT LLCPARENT CO.
CAHILL, EDWARD MICHAEL JRPRESIDENT, GSP2310758
GARDINI, ANTHONY MICHAEL JRCHAIRMAN, CEO, GSP1893107
GARDINI, JOHN CHARLESCCO, CROP, AML, MP2408960
PICERNO, JOHNHEAD TRADER2490554
SIMONE, ANTHONY PHILIPFINOP, CFO1514066

Disclosures

Regulatory Event2
Arbitration2

Red Flags

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Company Information

AMERICAN CAPITAL PARTNERS, LLC

CRD#: 119249New York, NY 10007

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