Thomas Richard Kelly
Investment adviser representative at Sjs Investment Services
12 yearsExperience
1 stateRegistered in
CFADesignation
$2.9BFirm assets
Are you Thomas Richard Kelly? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Sjs Investment ServicesJun 2018 to now
- Christian Brothers Investment Servcies, Inc.Jan 2018 to Jun 2018
- Christian Brothers Investment ServicesJun 2014 to Dec 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sjs Investment Services
Legal name: Sjs Investment Consulting Inc
$2.9BAssets managed
1,055Clients
19Advisers
31 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
- 6368826
- Firm CRD
- 107219