Unclaimed Profile

Michael Thomas Minney

KELLEY WRIGHT & COMPANY, INC.·CARLSBAD, California

Series 6, Series 7, Series 22, Series 24Clean record29 years registeredKELLEY WRIGHT & COMPANY, INC.

2888 LOKER AVENUE EAST, CARLSBAD, CA 92010CRD# 1951583Firm CRD# 118358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Thomas Minney · CARLSBAD, CA

Registration

CRD #1951583 · KELLEY WRIGHT & COMPANY, INC. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KELLEY WRIGHT & COMPANY, INC.

IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT

Oct 2006 – Mar 2017

CARLSBAD, CA

PRIVATE CONSULTING GROUP, INC.

Jul 2002 – Jul 2005

IRVINE, CA

DBA ADVANTAGE FINANCIAL ADVISORY GROUP

Jul 1997 – Aug 2005

IRVINE, CA

FSC SECURITIES CORPORATION

Jul 1997 – Jul 2002

IRVINE, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KELLEY WRIGHT & COMPANY, INC.

CRD 118358 · SEC 801-67945

AUM

$63M

Regulatory assets under management

Employees

145 client accounts

Services offered by KELLEY WRIGHT & COMPANY, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at KELLEY WRIGHT & COMPANY, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Thomas Minney offer?

Michael Thomas Minney specializes in Investment Management, Wealth Management.

What are Michael Thomas Minney's credentials?

Michael Thomas Minney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Thomas Minney located?

Michael Thomas Minney is based in CARLSBAD, California, last registered with KELLEY WRIGHT & COMPANY, INC..

How does Michael Thomas Minney charge for services?

Michael Thomas Minney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KELLEY WRIGHT & COMPANY, INC.?

KELLEY WRIGHT & COMPANY, INC. has approximately 1 employees and manages $63M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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