Caroline L Kelley
Investment adviser representative at First Manhattan Co. LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$38.1BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- First Manhattan Co. LLCJul 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
First Manhattan Co. LLC
$38.1BAssets managed
6,294Clients
66Advisers
49 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
- 6205473
- Firm CRD
- 325281