Michael Eligio Kelly
Investment adviser representative at Procyon
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.2BFirm 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
18 years in the industry.
- ProcyonMay 2021 to now
- Procyon Advisors, LLCMay 2021 to now
- Pivotal Planning Group, LLCJul 2017 to May 2021
- G&g Insurance Services, Inc.Jan 2009 to Jul 2017
- Godsey & Gibb Wealth ManagementJan 2008 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (VA).
Procyon
Legal name: Procyon Advisors, LLC
$9.2BAssets managed
3,048Clients
54Advisers
9 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
- 4002296
- Firm CRD
- 288239