Michael A. Kelly
CONTINUUM ADVISORY
Annapolis, MD 21409
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CRD#: 6457412
Professional summary
Michael Andrew Kelly II, CFP®, who also goes by Michael Andrew Kelly 2nd, Michael Andrew Kelly Jr, is a registered financial advisor currently at CONTINUUM ADVISORY, LLC located in Annapolis, Maryland and OSAIC WEALTH, INC. located in Annapolis, Maryland.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Michael has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Andrew Kelly 2nd | Michael Andrew Kelly Jr
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.
1)Continuum Advisory,LLC;investment related;400 Main St,#200,Pleasanton,CA 94566;investment advisory;IAR;3/2016;40 hrs/month;6 hrs during trading;fee-based advisory,fee-based plans
2)Kelly Rick Management;not investment related;810 E. College Parkway,Annapolis,MD 21409;property & liability insurance;VP;2016;20 hrs/month;2 hrs during trading;sales & run company
3)Kelly Insurance & Investments,Inc;not investment related;8101 E. College Parkway,Annapolis,MD 21409;employee benefits,life ins,health insurance;VP-Sales;2015;80 hrs/month;4 hrs during trading;oversee ops for a benefits and insurance firm
4)Kelly Financial Advisors,LLC;investment related;810 E. College Parkway,Annapolis,MD 21409;investment planning-dba for RR & IAR business;IAR & RR/VP;2015;40 hrs/month;4 hrs during trading;dba for investment business
CRS (Client Relationship Summary) - RIA
Click below to view Michael Andrew Kelly II'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: 2018
Experience
Current
April 5, 2016 - Present
CONTINUUM ADVISORY, LLC
Office #1: 810 E. College Pkwy, Annapolis, MD 21409RIA
CRD#: 283155
Annapolis, MD
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 810 E College Parkway, Annapolis, MD 21409RIA
BD
CRD#: 23131
Annapolis, MD
Past
November 14, 2017 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Annapolis, MD
Past
May 13, 2016 - November 17, 2017
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
ANNAPOLIS, MD
Past
May 13, 2016 - November 17, 2017
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
ANNAPOLIS, MD
Past
July 17, 2015 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
ANNAPOLIS, MD
Past
April 20, 2015 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
ANNAPOLIS, 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".
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
Registered Investment Advisory firm - (3/30/2016 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/23/2024)
RR
Louisiana(8/23/2024)
IAR
Maryland(4/5/2016)
RR
Maryland(8/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
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Contact information
Main Address
873 E. State Street, Eagle, ID 83616
Mailing Address
Phone number
(208) 417-1933
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,852 |
| AUM (Assets Under Management) | $ 1,417,081,752 |
Red Flags
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Company Information
CONTINUUM ADVISORY, LLC
CRD#: 283155Annapolis, MD 21409TRUST BUT VERIFY
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