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Eugene Aloysius Kelly

MARSHWINDS ADVISORY COMPANY·ST SIMONS ISLAND, Georgia
Clean record23 years registeredMARSHWINDS ADVISORY COMPANY
300 MAIN STREET, STE 401, ST SIMONS ISLAND, GA 31522CRD# 266949Firm CRD# 105518

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eugene Aloysius Kelly · ST SIMONS ISLAND, GA
Registration
CRD #266949 · MARSHWINDS ADVISORY COMPANY · 23 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MARSHWINDS ADVISORY COMPANY
MARSHWINDS ADVISORY CO
Mar 2003 – Jul 2019
ST. SIMONS ISLAND, GA
02

Registrations & Exams

Registration record
First registered · March 11, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARSHWINDS ADVISORY COMPANY
CRD 105518 · SEC 801-31672
AUM
$332M
Regulatory assets under management
Employees
3
470 client accounts
Services offered by MARSHWINDS ADVISORY COMPANY
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MARSHWINDS ADVISORY COMPANY →
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05

Frequently Asked Questions

What services does Eugene Aloysius Kelly offer?
Eugene Aloysius Kelly specializes in Investment Management, Wealth Management.
What are Eugene Aloysius Kelly's credentials?
Eugene Aloysius Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eugene Aloysius Kelly located?
Eugene Aloysius Kelly is based in ST SIMONS ISLAND, Georgia, last registered with MARSHWINDS ADVISORY COMPANY.
How does Eugene Aloysius Kelly charge for services?
Eugene Aloysius 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 MARSHWINDS ADVISORY COMPANY?
MARSHWINDS ADVISORY COMPANY has approximately 3 employees and manages $332M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ATLANTA (759)ALPHARETTA (101)MARIETTA (43)ROSWELL (29)DULUTH (28)COLUMBUS (22)ATHENS (22)THOMASVILLE (21)AUGUSTA (19)SAVANNAH (17)
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ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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