Burta Kelly
Investment adviser representative at One Day In July LLC
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
8 yearsFirm in business
Are you Burta 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- One Day In July LLCMay 2019 to now
- Aurora North SoftwareMar 2016 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VT).
One Day In July LLC
$1.4BAssets managed
1,381Clients
14Advisers
8 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
- 8114987
- Firm CRD
- 284335