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Keith James Kelly

STRATEGIC WEALTH ADVISORS GROUP, INC.·SAN MATEO, California
Unclaimed Profile
411 BOREL AVENUE, SUITE 620, SAN MATEO, CA 94402CRD# 2618812Firm CRD# 140977
01

About

Keith James Kelly is a registered financial advisor based in SAN MATEO, California, affiliated with STRATEGIC WEALTH ADVISORS GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC WEALTH ADVISORS GROUP, INC.
STRATEGIC WEALTH ADVISORS GROUP
AUM
$863M
Regulatory assets under management
Employees
108
Total firm employees
View all advisors at STRATEGIC WEALTH ADVISORS GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2618812
Firm CRD# 140977
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Keith James Kelly offer?
Keith James Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN MATEO, California for a consultation.
What are Keith James Kelly's credentials?
Keith James Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith James Kelly located?
Keith James Kelly is based in SAN MATEO, California, working with STRATEGIC WEALTH ADVISORS GROUP, INC.. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Keith James Kelly charge for services?
Keith James Kelly'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 STRATEGIC WEALTH ADVISORS GROUP, INC.?
STRATEGIC WEALTH ADVISORS GROUP, INC. has approximately 108 employees and manages $863M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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