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Christopher Breland Kelly

BARCLAY BRELAND FAMILY OFFICE LLC·JUPITER, Florida
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500 UNIVERSITY BLVD., JUPITER, FL 33458CRD# 2306054Firm CRD# 168626
01

About

Christopher Breland Kelly is a registered financial advisor based in JUPITER, Florida, affiliated with BARCLAY BRELAND FAMILY OFFICE 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
BARCLAY BRELAND FAMILY OFFICE LLC
BARCLAY BRELAND FAMILY OFFICE
AUM
$73M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BARCLAY BRELAND FAMILY OFFICE LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2306054
Firm CRD# 168626
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Breland Kelly offer?
Christopher Breland Kelly specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.
What are Christopher Breland Kelly's credentials?
Christopher Breland Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Breland Kelly located?
Christopher Breland Kelly is based in JUPITER, Florida, working with BARCLAY BRELAND FAMILY OFFICE LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.
How does Christopher Breland Kelly charge for services?
Christopher Breland 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 BARCLAY BRELAND FAMILY OFFICE LLC?
BARCLAY BRELAND FAMILY OFFICE LLC has approximately 2 employees and manages $73M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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