Financial ADVSR advisor directory · SEC adviser records
The Kelly Group financial advisors in Maryland
Every SEC-registered investment adviser representative at a The Kelly Group office in Maryland, by city and A to Z.
The short answer
15 registered advisors work at The Kelly Group in Maryland, out of 15 nationwide; it's the firm's number 1 state by advisors, and the most are in Bel Air (14). 7 list the CFP designation and 0 are also registered broker representatives.
The Kelly Group advisors by city in Maryland
Every firm in Maryland →The Kelly Group advisors in Maryland, A to Z
Search by name →- Jacob P. AdkinsBel Air · Certified Financial Planner
- Chad T. ArringtonBel Air · Certified Financial Planner
- Michael J. BertrandBel Air
- Candace A. ClipperBel Air
- Richard A. FletcherBel Air · Certified Financial Planner
- Jordan L. HeapsBel Air · Certified Financial Planner
- Bryan E. KellyBel Air · Certified Financial Planner
- Lauren MadisonBel Air
- Michael R. PirolliBel Air
- William J. RuffBel Air
- Emily C. SmithBel Air
- Isaiah SmithBel Air
- Zachary M. SmithBel Air · Certified Financial Planner
- Quinn C. SutkerBel Air
- Charles R. WolpoffBel Air · Certified Financial Planner
The Kelly Group advisors in every state →The Kelly Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many The Kelly Group financial advisors are in Maryland?
15 investment adviser representatives are registered at The Kelly Group offices in Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 15 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Where in Maryland does The Kelly Group have the most advisors?
Bel Air, with 14. The Kelly Group has advisors in 1 city in Maryland.
How do I check a The Kelly Group advisor in Maryland?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Kelly Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.