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Adam Ryan Mckenrick Kelly

GAGE WILEY GROUP INC·NORTHAMPTON, Massachusetts
Unclaimed Profile
120 KING STREET, NORTHAMPTON, MA 01060CRD# 2817784Firm CRD# 106518
01

About

Adam Ryan Mckenrick Kelly is a registered financial advisor based in NORTHAMPTON, Massachusetts, affiliated with GAGE WILEY GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GAGE WILEY GROUP INC
NEW ENGLAND CAPITAL
AUM
$314M
Regulatory assets under management
Employees
12
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2817784
Firm CRD# 106518
2 disclosures on file
View on FINRA BrokerCheck →

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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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