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Kelly Kaczmarczyk

DRAVO BAY LLC·REHOBOTH BEACH, Delaware
Clean record4 years registeredDRAVO BAY LLC
37458 OYSTER HOUSE ROAD, REHOBOTH BEACH, DE 19971CRD# 7055176Firm CRD# 298558

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Kaczmarczyk · REHOBOTH BEACH, DE
Registration
CRD #7055176 · DRAVO BAY LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

Jan 2022present
02

Registrations & Exams

Registration record
First registered · January 13, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DRAVO BAY LLC
CRD 298558 · SEC 801-117998
AUM
$274M
Regulatory assets under management
Employees
10
677 client accounts
Services offered by DRAVO BAY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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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.
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