Chief Executive Officer · Verdence Capital Advisors, LLC
Leo J. Kelly
CRD 2872188 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Verdence Capital Advisors, LLC, an SEC-registered wealth manager based in Hunt Valley, MD with $4.6 billion in regulatory assets, lists Leo J. Kelly on its Form ADV as Chief Executive Officer, a control person. The SEC filings also name Leo at 1 other registered adviser.
Firms and roles
- Verdence Capital Advisors, LLCChief Executive OfficerWealth manager · Hunt Valley, MD · $4.6B in regulatory assets
- Independent Access Partners, LLCManaging MemberPrivate fund adviser · Hunt Valley, MD · $257M in regulatory assets
AtlasMembers
Leo’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Leo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thomas J. NewPresident, Verdence Capital Advisors, LLC
- Kevin M. CuffChief Compliance Officer & Chief Operating Officer, Verdence Capital Advisors, LLC
- Matthew A AndrulotElected Manager, Executive Director, Independent Access Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.