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Daniel Edward Kelley

ACCOLADE INVESTMENT ADVISORY, LLC·TALLAHASEE, Florida
Clean recordACCOLADE INVESTMENT ADVISORY, LLC
3692 COOLIDGE COURT, TALLAHASEE, FL 32311CRD# 5640188Firm CRD# 145635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Edward Kelley · TALLAHASEE, FL
Registration
CRD #5640188 · ACCOLADE INVESTMENT ADVISORY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Edward Kelley is a registered financial advisor based in TALLAHASEE, Florida, affiliated with ACCOLADE INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
ACCOLADE INVESTMENT ADVISORY, LLC
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
AUM
$1.4B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ACCOLADE INVESTMENT ADVISORY, LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5640188
Firm CRD# 145635
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Edward Kelley offer?
Daniel Edward Kelley specializes in Wealth Management. Contact their office in TALLAHASEE, Florida for a consultation.
What are Daniel Edward Kelley's credentials?
Daniel Edward Kelley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Edward Kelley located?
Daniel Edward Kelley is based in TALLAHASEE, Florida, working with ACCOLADE INVESTMENT ADVISORY, LLC. Their office serves clients in the TALLAHASEE metropolitan area and surrounding communities.
How does Daniel Edward Kelley charge for services?
Daniel Edward Kelley'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 ACCOLADE INVESTMENT ADVISORY, LLC?
ACCOLADE INVESTMENT ADVISORY, LLC has approximately 6 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ACCOLADE INVESTMENT ADVISORY, LLC

Del Huff
COLUMBUS, OH
Brad Lee Miller
TALLAHASEE, FL
Hilary Ann Eisbrenner
COLUMBUS, OH
James Byrun Smith
TALLAHASEE, FL
Melissa Ann Ashley
COLUMBUS, OH
Phil Buell
COLUMBUS, OH

More Advisors in TALLAHASEE, Florida

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Research
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