Eileen Norani Kelly
Investment adviser representative at Raymond James (USA) Ltd
16 yearsExperience
1 stateRegistered in
$2BFirm assets
15 yearsFirm in business
Are you Eileen Norani 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Raymond James (USA) Ltd.Mar 2023 to now
- Raymond James Financial Planning Ltd.May 2022 to now
- Raymond James LtdMay 2022 to now
- Donnelly Advisor GroupJun 2020 to May 2022
- Monarch Retirement StrategiesJun 2018 to Nov 2020
- Union Club of British ColumbiaAug 2010 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Raymond James (USA) Ltd
$2BAssets managed
4,864Clients
122Advisers
15 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
- 7694734
- Firm CRD
- 25853