Andrew Davis Kelly
Investment adviser representative at Continuum Advisory, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm 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
14 years in the industry.
- Continuum Advisory, LLCNov 2023 to now
- Kelly Financial AdvisorsSep 2021 to now
- Wealth Management AssociatesAug 2020 to Aug 2021
- Kelly Financial AdvisorsJun 2016 to Jan 2020
- Cantler's RiversideJun 2012 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
Continuum Advisory, LLC
$1.9BAssets managed
3,461Clients
40Advisers
10 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
- 7418388
- Firm CRD
- 283155