Bradley Mark Kelley
Investment adviser representative at Sequoia Financial Group, L.L.C.
23 yearsExperience
1 stateRegistered in
$32.2BFirm assets
24 yearsFirm in business
Are you Bradley Mark Kelley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feePerformance-based
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
23 years in the industry.
- Sequoia Financial Group, L.L.C.Sep 2024 to now
- Abj Investments LLC.Sep 2021 to now
- Kbh North Shore Properties, LLCSep 2016 to now
- Eide Bailly Advisors, LLCNov 2003 to now
- Eide Bailly AgencyNov 2003 to now
- Eide Bailly LLPNov 2003 to now
- United Planners' Financial ServicesSep 2015 to Jul 2023
- Eide Bailly Securities, LLCSep 2004 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (ND).
Sequoia Financial Group, L.L.C.
Legal name: Sequoia Financial Advisors, L.L.C.
$32.2BAssets managed
11,218Clients
252Advisers
24 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
- 2206247
- Firm CRD
- 117756