Brian Joseph Kelly
Investment adviser representative at Vicus Capital, Inc.
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Kelly Wealth ServicesJan 2026 to now
- Vicus Capital, Inc.Nov 2019 to now
- Cetera Wealth Services, LLCNov 2019 to now
- Partners Financial Group / Pfg, Inc.Nov 2019 to now
- Kelly Retirement Services, LLCDec 2019 to Jan 2026
- Nationwide Securities, LLCAug 2008 to Nov 2019
- Corey Ins. AgencyJun 1998 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (NY).
Vicus Capital, Inc.
$3BAssets managed
6,277Clients
90Advisers
25 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
- 2201407
- Firm CRD
- 116021