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Tony Edward Kelly

BONDBLOXX INVESTMENT MANAGEMENT CORPORATION·LARKSPUR, California
SIE, Series 7, Series 24, Series 63Clean recordBONDBLOXX INVESTMENT MANAGEMENT CORPORATION
700 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 2797007Firm CRD# 317318

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tony Edward Kelly · LARKSPUR, CA
Registration
CRD #2797007 · BONDBLOXX INVESTMENT MANAGEMENT CORPORATION
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BONDBLOXX INVESTMENT MANAGEMENT CORPORATION
CRD 317318 · SEC 801-122836
AUM
$2.5B
Regulatory assets under management
Employees
21
20 client accounts
Services offered by BONDBLOXX INVESTMENT MANAGEMENT CORPORATION
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at BONDBLOXX INVESTMENT MANAGEMENT CORPORATION →
Introduction

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Frequently Asked Questions

What services does Tony Edward Kelly offer?
Tony Edward Kelly specializes in Investment Management, Fee-Only Advisory. Contact their office in LARKSPUR, California for a consultation.
What are Tony Edward Kelly's credentials?
Tony Edward Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tony Edward Kelly located?
Tony Edward Kelly is based in LARKSPUR, California, working with BONDBLOXX INVESTMENT MANAGEMENT CORPORATION. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does Tony Edward Kelly charge for services?
Tony Edward Kelly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BONDBLOXX INVESTMENT MANAGEMENT CORPORATION?
BONDBLOXX INVESTMENT MANAGEMENT CORPORATION has approximately 21 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BONDBLOXX INVESTMENT MANAGEMENT CORPORATION

Brian Richard O'donnell
LARKSPUR, CA
Joanna Maria Gallegos
LARKSPUR, CA
Leland Carroll Clemons
LARKSPUR, CA

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Research
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