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Robert Gould Mckelvey

GEORGE MCKELVEY CO., LLC·MANASQUAN, New Jersey
Clean recordGEORGE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Gould Mckelvey is a registered financial advisor based in MANASQUAN, New Jersey, affiliated with GEORGE MCKELVEY CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GEORGE MCKELVEY CO., LLC
GEORGE MCKELVEY CO., LLC
AUM
$1.0B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at GEORGE MCKELVEY CO., LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: MISCELLANEOUS ADMINISTRATIVE FEES
Regulatory
SEC/IARD CRD# 820698
Firm CRD# 2733
View on FINRA BrokerCheck →

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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.
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Other Advisors at GEORGE MCKELVEY CO., LLC

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