RK
Ryan J. Kelly
YESKE BUIE
Vienna, VA 22180
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CRD#: 7451300
RK
Professional summary
Ryan James Kelly is a registered financial advisor currently at YESKE BUIE INC. located in Vienna, Virginia.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ryan has worked at 1 firm .
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.
1) RYAN KELLY, NO, VIENNA, VA 22180, TAX PREPARATION, OWNER, OWNER, 2/1/2021, 10 HRS/MONTH, 0 HRS/MONTH, PREPARING INDIVIDUAL INCOME TAX RETURNS FOR FAMILY AND FRIENDS.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan 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®
NoneExperience
Current
October 26, 2021 - Present
YESKE BUIE INC.
Office #1: 301 Maple Avenue West Suite 600, Vienna, VA 22180RIA
CRD#: 143234
Vienna, VA
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".
YESKE BUIE INC.
YESKE BUIE INC.
CRD#: 143234 / SEC#: 801-68187
RIA
Registered Investment Advisory firm - (8/28/2007 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
California(10/26/2021)
IAR
Virginia(12/1/2023)
Exams
Current Firm
YESKE BUIE INC.
YESKE BUIE INC.
CRD#: 143234 / SEC#: 801-68187
RIA
Registered Investment Advisory firm - (8/28/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
301 Maple Avenue West Suite 600, Vienna, VA 22180
Mailing Address
Phone number
(800) 772-1887
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,429 |
| AUM (Assets Under Management) | $ 925,924,273 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/16/2025 | ||
| 01/22/2025 | ||
| 06/28/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
