Joseph M. Kelly

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

PITTSBURGH, PA 15222

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CRD#: 7185982

Professional summary

Joseph Michael Kelly is a registered financial advisor currently at HENDERSON BROTHERS FINANCIAL PARTNERS LLC located in Pittsburgh, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joseph has worked at 4 firms and has passed the Series 7TO and SIE exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Kelly'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

March 6, 2025 - Present

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

Office #1: 920 Fort Duquesne Boulevard, Pittsburgh, PA 15222

RIA

CRD#: 333732

PITTSBURGH, PA

Past

December 13, 2023 - March 9, 2025

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Pittsburgh, PA

Past

April 6, 2021 - March 18, 2024

MEEDER ADVISORY SERVICES, INC.

RIA

CRD#: 106814

DUBLIN, OH

Past

January 18, 2020 - October 7, 2020

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

CLEVELAND, OH

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".

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

CRD#: 333732 / SEC#: 801-131774

RIA

Registered Investment Advisory firm - (1/10/2025 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

Pennsylvania
(3/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7TO

Date: 1/18/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/19/2019

Securities Industry Essentials Examination

Current Firm

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

CRD#: 333732 / SEC#: 801-131774

RIA

Registered Investment Advisory firm - (1/10/2025 Approved)

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Contact information

Main Address

920 Fort Duquesne Boulevard, Pittsburgh, PA 15222

Mailing Address

Phone number

(412) 261-3333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HBFP ADV BROCHURE (5/9/2025)

Regulatory assets under management

Total Number of Accounts	1,349
AUM (Assets Under Management)	$ 327,345,953

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.

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Joseph M. Kelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Kelly's CRS (Customer Relationship Summary).

Certified licenses

Experience

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

GLOBAL RETIREMENT PARTNERS LLC

MEEDER ADVISORY SERVICES, INC.

SANFORD C. BERNSTEIN & CO., LLC

Primary Firm SEC Registration

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 7TO

Date: 1/18/2020

SIE

Date: 12/19/2019

Current Firm

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

TRUST BUT VERIFY

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