Michael Joseph Kelly
Investment adviser representative at Podell Financial Group LLC
13 yearsExperience
1 stateRegistered in
$227.6MFirm assets
3 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 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
13 years in the industry.
- Podell Financial Group LLCAug 2010 to now
- Eagle Strategies LLCJun 2016 to May 2023
- Nylife Securities LLCSep 2011 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Podell Financial Group LLC
$227.6MAssets managed
236Clients
4Advisers
3 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
- 4540662
- Firm CRD
- 325383