Unclaimed Profile

Edward Joseph Kelly

COYLE FINANCIAL COUNSEL, LLC·GLENVIEW, Illinois

Series 7, Series 24, Series 53, Series 6325 years registeredCOYLE FINANCIAL COUNSEL, LLC

2700 PATRIOT BLVD., GLENVIEW, IL 60026CRD# 1629002Firm CRD# 110593

Profile Verification

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

Identity

Edward Joseph Kelly · GLENVIEW, IL

Registration

CRD #1629002 · COYLE FINANCIAL COUNSEL, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COYLE FINANCIAL COUNSEL, LLC

COYLE FINANCIAL COUNSEL, LLC

Aug 2000 – Dec 2017

GLENVIEW, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 53

Series 63

Registration record

First registered · August 16, 2000

Years registered · 25

Disclosure History

2008Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COYLE FINANCIAL COUNSEL, LLC

CRD 110593 · SEC 801-17378

AUM

$823M

Regulatory assets under management

Employees

2,282 client accounts

Services offered by COYLE FINANCIAL COUNSEL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COYLE FINANCIAL COUNSEL, LLC →

Introduction

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Frequently Asked Questions

What services does Edward Joseph Kelly offer?

Edward Joseph Kelly specializes in Financial Planning, Investment Management, Wealth Management.

What are Edward Joseph Kelly's credentials?

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

Where is Edward Joseph Kelly located?

Edward Joseph Kelly is based in GLENVIEW, Illinois, last registered with COYLE FINANCIAL COUNSEL, LLC.

How does Edward Joseph Kelly charge for services?

Edward Joseph Kelly's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COYLE FINANCIAL COUNSEL, LLC?

COYLE FINANCIAL COUNSEL, LLC has approximately 22 employees and manages $823M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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