Unclaimed Profile

Michael Andrew Kelly

CONTINUUM ADVISORY, LLC·EAGLE, Idaho

SIE, Series 6, Series 63, Series 65Clean record23 years registeredCONTINUUM ADVISORY, LLC

873 E. STATE STREET, EAGLE, ID 83616CRD# 4135452Firm CRD# 283155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Andrew Kelly · EAGLE, ID

Registration

CRD #4135452 · CONTINUUM ADVISORY, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CONTINUUM ADVISORY, LLC

Apr 2016 – present

SIGNATOR INVESTORS, INC.

May 2016 – Nov 2017

ANNAPOLIS, MD

TRANSAMERICA FINANCIAL ADVISORS, INC.

Sep 2009 – May 2016

ANNAPOLIS, MD

TRANSAMERICA FINANCIAL ADVISORS, INC.

Jul 2003 – Sep 2009

ANNAPOLIS, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · July 9, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONTINUUM ADVISORY, LLC

CRD 283155 · SEC 801-107439

AUM

$1.3B

Regulatory assets under management

Employees

2,953 client accounts

Services offered by CONTINUUM ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONTINUUM ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Andrew Kelly offer?

Michael Andrew Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAGLE, Idaho for a consultation.

What are Michael Andrew Kelly's credentials?

Michael Andrew Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Andrew Kelly located?

Michael Andrew Kelly is based in EAGLE, Idaho, working with CONTINUUM ADVISORY, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.

How does Michael Andrew Kelly charge for services?

Michael Andrew 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 CONTINUUM ADVISORY, LLC?

CONTINUUM ADVISORY, LLC has approximately 66 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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