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Adam Ryan Mckenrick Kelly

GAGE WILEY GROUP INC·NORTHAMPTON, Massachusetts
SIE, Series 7, Series 24, Series 63GAGE WILEY GROUP INC
120 KING STREET, NORTHAMPTON, MA 01060CRD# 2817784Firm CRD# 106518

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Ryan Mckenrick Kelly · NORTHAMPTON, MA
Registration
CRD #2817784 · GAGE WILEY GROUP INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
GAGE WILEY GROUP INC
CRD 106518 · SEC 801-45616
AUM
$314M
Regulatory assets under management
Employees
12
380 client accounts
Services offered by GAGE WILEY GROUP INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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Introduction

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Frequently Asked Questions

What services does Adam Ryan Mckenrick Kelly offer?
Adam Ryan Mckenrick Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHAMPTON, Massachusetts for a consultation.
What are Adam Ryan Mckenrick Kelly's credentials?
Adam Ryan Mckenrick Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Ryan Mckenrick Kelly located?
Adam Ryan Mckenrick Kelly is based in NORTHAMPTON, Massachusetts, working with GAGE WILEY GROUP INC. Their office serves clients in the NORTHAMPTON metropolitan area and surrounding communities.
How does Adam Ryan Mckenrick Kelly charge for services?
Adam Ryan Mckenrick Kelly's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GAGE WILEY GROUP INC?
GAGE WILEY GROUP INC has approximately 12 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GAGE WILEY GROUP INC

Christopher Booth Milne
NORTHAMPTON, MA

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