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CRD#: 330355
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for KELLY INVESTMENT MANAGEMENT, LLC Comes From
Understanding the Statistics for KELLY INVESTMENT MANAGEMENT, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
Atherton, CA
Phone Number
(650) 796-6748
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at KELLY INVESTMENT MANAGEMENT, LLC
Marc Alan Vincent
IAR
CRD#: 1794246
Mark Oconnell Downey II
IAR
RR
CRD#: 2071588
Location:
Rochester, NY 14618
Company:
RAYMOND JAMES & ASSOCIATES, INC.
Disclosures:
Experience:
32 years
MG
Melissa Dawn Grass
IAR
CRD#: 4501955
Location:
South Charleston, WV 25309
Company:
FREEDOM FINANCIAL ADVISORS, LLC
Disclosures:
Experience:
23 years
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