Edward William Kelly
Investment adviser representative at Chickasaw Capital Management, LLC
13 yearsExperience
1 stateRegistered in
$2.5BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Chickasaw Capital Management, LLCApr 2015 to now
- Chickasaw Securities LLCDec 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Chickasaw Capital Management, LLC
$2.5BAssets managed
386Clients
14Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1978953
- Firm CRD
- 127398