Maxwell Chi Kiely
Investment adviser representative at Red Oak Financial Group
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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 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
15 years in the industry.
- Red Oak Financial GroupFeb 2026 to now
- Compton Financial Group, LLCJan 2026 to now
- LPL Financial LLCJan 2026 to now
- Osaic Wealth, Inc. d/b/a Stonebridge Advisors, LLCJan 2025 to Dec 2025
- Osaic Fa, Inc. d/b/a Stonebridge Advisors, LLCSep 2018 to Jan 2025
- StarbucksJun 2018 to Aug 2018
- University of Maryland, College ParkJan 2018 to May 2019
- Food PlentyJan 2018 to Jan 2018
- University of BaltimoreAug 2017 to Dec 2017
- Howard Community CollegeAug 2015 to May 2017
- Little Market CafeNov 2011 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
Red Oak Financial Group
Legal name: Red Oak Financial Group, LLC
$1BAssets managed
1,202Clients
7Advisers
11 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
- 7024395
- Firm CRD
- 166912