Chief Executive Officer · Signal Advisors Wealth, LLC
Patrick R. Kelly
CRD 5931188 · Named on Form ADV at one SEC-registered adviser
At a glance
Signal Advisors Wealth, LLC, an SEC-registered wealth manager based in Detroit, MI with $1.7 billion in regulatory assets, lists Patrick R. Kelly on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Signal Advisors Wealth, LLCChief Executive OfficerWealth manager · Detroit, MI · $1.7B in regulatory assets
AtlasMembers
Patrick’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- John R. HeathPresident, Signal Advisors Wealth, LLC
- James M. MorrisChief Compliance Officer, Signal Advisors Wealth, LLC
- Jessica HammDirector of Wealth Operations, Signal Advisors Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.