Shane Patrick Kelly
Investment adviser representative at Mayport Wealth Management
11 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$694.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Mayport Wealth ManagementJul 2023 to now
- Harbourvest PartnersAug 2022 to Jun 2023
- Putnam Investments/putnam Retail ManagementSep 2019 to Aug 2022
- UnemployedJun 2019 to Aug 2019
- Putnam InvestmentsJun 2018 to Aug 2018
- Suffolk District Attorney's OfficeJun 2017 to Aug 2017
- Boston Red SoxJun 2016 to Sep 2017
- Boston CollegeAug 2015 to May 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
Mayport Wealth Management
Legal name: Mayport, LLC
$694.9MAssets managed
152Clients
3Advisers
6 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
- 6976646
- Firm CRD
- 288215