Claim Profile
KK

Kelly Kaczmarczyk

DRAVO BAY LLC·REHOBOTH BEACH, Delaware
Unclaimed Profile
37458 OYSTER HOUSE ROAD, REHOBOTH BEACH, DE 19971CRD# 7055176Firm CRD# 298558
01

About

Kelly Kaczmarczyk is a registered financial advisor based in REHOBOTH BEACH, Delaware, affiliated with DRAVO BAY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
DRAVO BAY LLC
BLUE ROCK FINANCIAL GROUP
AUM
$274M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7055176
Firm CRD# 298558
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in REHOBOTH BEACH?

Browse all registered financial advisors in REHOBOTH BEACH, Delaware or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kelly Kaczmarczyk offer?
Kelly Kaczmarczyk specializes in Financial Planning, Investment Management. Contact their office in REHOBOTH BEACH, Delaware for a consultation.
What are Kelly Kaczmarczyk's credentials?
Kelly Kaczmarczyk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Kaczmarczyk located?
Kelly Kaczmarczyk is based in REHOBOTH BEACH, Delaware, working with DRAVO BAY LLC. Their office serves clients in the REHOBOTH BEACH metropolitan area and surrounding communities.
How does Kelly Kaczmarczyk charge for services?
Kelly Kaczmarczyk'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 DRAVO BAY LLC?
DRAVO BAY LLC has approximately 10 employees and manages $274M 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 →
Browse by specialty