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Patrick Gerard Kelly

DOCK STREET CAPITAL MANAGEMENT LLC·WESTPORT, Connecticut
Unclaimed Profile
575-B RIVERSIDE AVENUE, WESTPORT, CT 06880CRD# 2988585Firm CRD# 157155
01

About

Patrick Gerard Kelly is a registered financial advisor based in WESTPORT, Connecticut, affiliated with DOCK STREET CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DOCK STREET CAPITAL MANAGEMENT LLC
DOCK STREET CAPITAL MANAGEMENT LLC
AUM
$2.4B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DOCK STREET CAPITAL MANAGEMENT LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2988585
Firm CRD# 157155
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Gerard Kelly offer?
Patrick Gerard Kelly specializes in Retirement Planning. Contact their office in WESTPORT, Connecticut for a consultation.
What are Patrick Gerard Kelly's credentials?
Patrick Gerard Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Gerard Kelly located?
Patrick Gerard Kelly is based in WESTPORT, Connecticut, working with DOCK STREET CAPITAL MANAGEMENT LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Patrick Gerard Kelly charge for services?
Patrick Gerard Kelly's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOCK STREET CAPITAL MANAGEMENT LLC?
DOCK STREET CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideSTAMFORD GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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