Adviser and broker representative · Red Oak Financial Group
Maxwell C. Kiely
CRD 7024395 · Towson, MD
At a glance
Maxwell C. Kiely is an investment adviser representative with Red Oak Financial Group in Towson, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Maxwell’s SEC record dates to 2021, about 5 years ago. Maxwell is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Red Oak Financial GroupSince February 2026Towson, MD · $1.0B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Maxwell’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.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Red Oak Financial Group
- Christopher P. ComptonTowson · Certified Financial Planner, Chartered Financial Consultant
- Robert L. Compton Jr.Towson
- Robert L. Dimarino Jr.Towson
- David W. FeeleyTowson · Certified Financial Planner
- Greg A. PyneTowson
- Jason M. SimmonsTowson
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