Claim Profile
PK

Paul X. Kelley

COLUMBIA PARTNERS, L.L.C. INVESTMENT MANAGEMENT·CHEVY CHASE, Maryland
Unclaimed Profile
5425 WISCONSIN AVE, CHEVY CHASE, MD 20815CRD# 4347005Firm CRD# 107855
01

About

Paul X. Kelley is a registered financial advisor based in CHEVY CHASE, Maryland, affiliated with COLUMBIA PARTNERS, L.L.C. INVESTMENT MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
COLUMBIA PARTNERS, L.L.C. INVESTMENT MANAGEMENT
COLUMBIA PARTNERS, L.L.C. INVESTMENT MANAGEMENT
AUM
Regulatory assets under management
Employees
2
Total firm employees
Services
Other
04

Background

Compensation
Other: CURRENTLY NO CLIENT ACCOUNTS
Regulatory
SEC/IARD CRD# 4347005
Firm CRD# 107855
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHEVY CHASE?

Browse all registered financial advisors in CHEVY CHASE, Maryland or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Paul X. Kelley offer?
Paul X. Kelley is a registered financial advisor in CHEVY CHASE, Maryland. Contact their office for details on services offered.
What are Paul X. Kelley's credentials?
Paul X. Kelley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul X. Kelley located?
Paul X. Kelley is based in CHEVY CHASE, Maryland, working with COLUMBIA PARTNERS, L.L.C. INVESTMENT MANAGEMENT. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.
How does Paul X. Kelley charge for services?
Paul X. Kelley's firm is compensated through other: currently no client accounts. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLUMBIA PARTNERS, L.L.C. INVESTMENT MANAGEMENT?
COLUMBIA PARTNERS, L.L.C. INVESTMENT MANAGEMENT has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty