Seth Joseph Kelly
Investment adviser representative at Mariner
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$125.4BFirm 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
13 years in the industry.
- MarinerMay 2023 to now
- Mariner Wealth AdvisorsMay 2023 to now
- Financial Engines Advisors L.L.C.Nov 2018 to May 2023
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial Services LLCSep 2013 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, TX).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 4746595
- Firm CRD
- 140195