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IO

Ian P. O'kelly

Some features on this profile are disabled
CRD#: 7122888
IO

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ian Patrick O'kelly, who also goes by Ian Patrick Okelly, was a registered financial professional .

Ian is a previously registered financial professional and started their career in finance in 2021. Ian had worked at 2 firms and has passed the Series 63, Series 7TO, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ian Patrick Okelly

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 12, 2023 - August 5, 2025

BMS CAPITAL ADVISORY, INC.

BD
CRD#: 169092
NEW YORK, NY
Past

July 14, 2021 - December 7, 2023

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY

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
RR
Series 63
Date: 6/20/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/22/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 7/14/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/5/2021
Securities Industry Essentials Examination

Current Firm

BC
BMS CAPITAL ADVISORY, INC.
BMS CAPITAL ADVISORY, INC. | BMS CAPITAL SOLUTIONS & ADVISORY

CRD#: 169092 / SEC#: , 8-69349

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
757 Third Avenue, Suite 1600, New York, NY 10017
Mailing Address
757 Third Avenue, Suite 1600, New York, NY 10017
Phone number
(469) 847-2134
Established
Delaware since 08/12/2013
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BLACKWOOD BIDCO LLC DELAWARESHAREHOLDER
CURRY, JOSHUA SKYLERCEO, DIRECTOR7754385
MELVIN, BRADLEY JAMESDIRECTOR3082201
O'CONNELL, MICHAEL HAYNESCCO6601475
REED, STEPHANIE ANNDIRECTOR8074447
WESTALL, KRISTINE ANNEDIRECTOR

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BMS CAPITAL ADVISORY, INC.

CRD#: 169092

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