AdvisorOS Directory
Claim Profile
Unclaimed Profile
RM

Robert Gould Mckelvey

GEORGE MCKELVEY CO., LLC·MANASQUAN, New Jersey
SIE, Series 40, Series 63Clean record18 years registeredGEORGE MCKELVEY CO., LLC
2410 STATE HIGHWAY 34, MANASQUAN, NJ 08736CRD# 820698Firm CRD# 2733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Gould Mckelvey · MANASQUAN, NJ
Registration
CRD #820698 · GEORGE MCKELVEY CO., LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

ALLWORTH FINANCIAL, L.P.
Oct 2024 – present
GEORGE MCKELVEY CO., LLC
May 2008 – Oct 2024
MANASQUAN, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 40
Series 63
Registration record
First registered · May 8, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GEORGE MCKELVEY CO., LLC
CRD 2733 · SEC 801-15425
AUM
$1.0B
Regulatory assets under management
Employees
15
1,606 client accounts
Services offered by GEORGE MCKELVEY CO., LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GEORGE MCKELVEY CO., LLC →
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MANASQUAN?

Browse all registered financial advisors in MANASQUAN, New Jersey or claim this profile if it's yours.

Browse MANASQUAN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robert Gould Mckelvey offer?
Robert Gould Mckelvey specializes in Financial Planning, Investment Management. Contact their office in MANASQUAN, New Jersey for a consultation.
What are Robert Gould Mckelvey's credentials?
Robert Gould Mckelvey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Gould Mckelvey located?
Robert Gould Mckelvey is based in MANASQUAN, New Jersey, working with GEORGE MCKELVEY CO., LLC. Their office serves clients in the MANASQUAN metropolitan area and surrounding communities.
How does Robert Gould Mckelvey charge for services?
Robert Gould Mckelvey's firm is compensated through percentage of aum, other: miscellaneous administrative fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GEORGE MCKELVEY CO., LLC?
GEORGE MCKELVEY CO., LLC has approximately 15 employees and manages $1.0B in regulatory assets under management. 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 →

Other Advisors at GEORGE MCKELVEY CO., LLC

Richard Looney
MANASQUAN, NJ
Robert Augustus Giunco
MANASQUAN, NJ
Edward Anthony Mccabe
MANASQUAN, NJ

More Advisors in MANASQUAN, New Jersey

Mark Anthony Faccone
THE PRIVATE CLIENT ADVISORY GROUP, LLC·MANASQUAN, NJ
CFP
Peter Johnston Wright
WRIGHT ASSET MANAGEMENT INC·MANASQUAN, NJ
Paul Jude Conforti
MARINER-HFG, LLC·MANASQUAN, NJ
CFP
Steve Charles Hall
BLUE OCEAN CAPITAL MANAGEMENT, LLC·MANASQUAN, NJ
Kenneth Patrick Leblanc
PERSONAL FINANCIAL SOLUTIONS, LLC·MANASQUAN, NJ
CFP
Christopher Alan Lukas
HOUSEN FINANCIAL GROUP, INC.·MANASQUAN, NJ
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile