Robert Joseph Kelly
Investment adviser representative at Farther
12 yearsExperience
2 statesRegistered in
CFADesignation
$16BFirm 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
12 years in the industry.
- FartherDec 2021 to now
- Farther Finance Advisors, LLCDec 2021 to now
- Bank of America, N.A.Jul 2019 to Dec 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Dec 2021
- JPMorgan Chase Bank NASep 2017 to Jun 2019
- UnemployedJun 2014 to Aug 2017
- Grisanti Capital ManagementMay 2014 to May 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 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
- 4985157
- Firm CRD
- 302050