Owen Edward Kelly
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$138.7BFirm 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
13 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jun 2023 to now
- Cambridge Investment Research, Inc.Feb 2023 to now
- Financial Voyages, LLCFeb 2023 to now
- The Vanguard Group, IncJun 2021 to Feb 2023
- CaptrustMay 2019 to Aug 2019
- Susquehanna UniversityAug 2017 to May 2021
- Cass ParkJun 2016 to Aug 2018
- Ithaca High SchoolSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7094863
- Firm CRD
- 134139