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Trustee · Kelley Investments

Caren E Kelley

CRD 6764530 · Named on Form ADV at one SEC-registered adviser

At a glance

Kelley Investments, an SEC-registered wealth manager with $238 million in regulatory assets, lists Caren E Kelley on its Form ADV as Trustee, a control person.

Firms and roles

AtlasMembers

Caren’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Caren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.