Bryan Elliott Kelly
Investment adviser representative at The Kelly Group
29 yearsExperience
11 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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
Experience
29 years in the industry.
- The Kelly GroupAug 1997 to now
- Cambridge Investment Research Advisors, Inc.Mar 2005 to Dec 2020
- Cambridge Investment Research, Inc.Mar 2000 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 11 states (CA, DE, MD, MI, NC, NH, OH, PA, SC, TX, VA).
The Kelly Group
Legal name: Kelly Financial Group, LLC
$1.1BAssets managed
1,113Clients
16Advisers
6 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
- 2284469
- Firm CRD
- 310140