Leo J Kelly
Investment adviser representative at Verdence Capital Advisors, LLC
13 yearsExperience
1 stateRegistered in
$4.6BFirm assets
9 yearsFirm in business
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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
Experience
13 years in the industry.
- Verdence Capital Advisors, LLCApr 2026 to now
- T. Rowe PriceSep 2023 to Apr 2026
- UnemployedMay 2023 to Sep 2023
- Benson University Center: Wake Forest UniversitySep 2022 to May 2023
- Wake Forest UniversityJun 2019 to May 2023
- St. Paul's SchoolSep 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Verdence Capital Advisors, LLC
$4.6BAssets managed
1,876Clients
46Advisers
9 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
- 7805899
- Firm CRD
- 288512