Unclaimed Profile

Simon Joe Kelly

POLAR CAPITAL (AMERICA) CORPORATION·DARIEN, Connecticut

Clean recordPOLAR CAPITAL (AMERICA) CORPORATION

10 CORBIN DRIVE, DARIEN, CT 06820CRD# 6669555Firm CRD# 155389

Profile Verification

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

Identity

Simon Joe Kelly · DARIEN, CT

Registration

CRD #6669555 · POLAR CAPITAL (AMERICA) CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Simon Joe Kelly is a registered financial advisor based in DARIEN, Connecticut, affiliated with POLAR CAPITAL (AMERICA) CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Simon

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Simon is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

POLAR CAPITAL (AMERICA) CORPORATION

AUM

$457M

Regulatory assets under management

Employees

Total firm employees

View all advisors at POLAR CAPITAL (AMERICA) CORPORATION →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6669555

Firm CRD# 155389

View on FINRA BrokerCheck →

Looking for a financial advisor in DARIEN?

Browse all registered financial advisors in DARIEN, Connecticut or claim this profile if it's yours.

Browse DARIEN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Simon Joe Kelly offer?

Simon Joe Kelly specializes in Retirement Planning. Contact their office in DARIEN, Connecticut for a consultation.

What are Simon Joe Kelly's credentials?

Simon Joe Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Simon Joe Kelly located?

Simon Joe Kelly is based in DARIEN, Connecticut, working with POLAR CAPITAL (AMERICA) CORPORATION. Their office serves clients in the DARIEN metropolitan area and surrounding communities.

How does Simon Joe Kelly charge for services?

Simon Joe Kelly's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POLAR CAPITAL (AMERICA) CORPORATION?

POLAR CAPITAL (AMERICA) CORPORATION has approximately 9 employees and manages $457M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →