Michael J. Kelly

REACH STRATEGIC WEALTH LLC

Madison, CT

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CRD#: 7214893

Professional summary

Michael James Kelly, CFP® is a registered financial advisor currently at REACH STRATEGIC WEALTH LLC located in Madison, Connecticut.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 3 firms .

Question & Answer

What are your service offerings?

Investment Planning

Employee and Employer Plan Ben...

Retirement Planning

Comprehensive Financial Planni...

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 Michael James Kelly'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^®

Certified Financial Planner

Start date: 2020

Experience

Current

October 19, 2023 - Present

REACH STRATEGIC WEALTH LLC

RIA

CRD#: 304155

Madison, CT

Past

March 2, 2021 - December 15, 2023

SWITCHBACK FINANCIAL

RIA

CRD#: 312318

MADISON, CT

Past

February 11, 2020 - February 2, 2021

BECK BODE LLC

RIA

CRD#: 282611

DEDHAM, MA

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

Connecticut
(10/19/2023)

IAR

North Carolina
(1/9/2025)

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

Current Firm

REACH STRATEGIC WEALTH LLC

CRD#: 304155 / SEC#:

Connecticut

Registered Investment Advisory firm - (10/18/2023 Approved)

North Carolina

Registered Investment Advisory firm - (6/20/2019 Approved)

Texas

Registered Investment Advisory firm - (8/18/2023 Conditional Restricted)

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Contact information

Main Address

Southport, NC

Mailing Address

Phone number

(336) 223-4733

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	109
AUM (Assets Under Management)	$ 15,791,141

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.

Contact information

(xxx) xxx-xxxx

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Michael J. Kelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

REACH STRATEGIC WEALTH LLC

SWITCHBACK FINANCIAL

BECK BODE LLC

State Registrations and Notice Filings

Exams

Current Firm

REACH STRATEGIC WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REACH STRATEGIC WEALTH LLC

TRUST BUT VERIFY

Contact information

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