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Lawrence Allen Kelly

PASCO INVESTMENT ADVISORS INC·WESTFIELD, New Jersey
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509 EAST BROAD ST., WESTFIELD, NJ 07090-2115CRD# 2254487Firm CRD# 106133
01

About

Lawrence Allen Kelly is a registered financial advisor based in WESTFIELD, New Jersey, affiliated with PASCO INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PASCO INVESTMENT ADVISORS INC
PASCO INVESTMENT ADVISORS INC
AUM
$79M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PASCO INVESTMENT ADVISORS INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2254487
Firm CRD# 106133
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lawrence Allen Kelly offer?
Lawrence Allen Kelly specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTFIELD, New Jersey for a consultation.
What are Lawrence Allen Kelly's credentials?
Lawrence Allen Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Allen Kelly located?
Lawrence Allen Kelly is based in WESTFIELD, New Jersey, working with PASCO INVESTMENT ADVISORS INC. Their office serves clients in the WESTFIELD metropolitan area and surrounding communities.
How does Lawrence Allen Kelly charge for services?
Lawrence Allen Kelly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PASCO INVESTMENT ADVISORS INC?
PASCO INVESTMENT ADVISORS INC has approximately 2 employees and manages $79M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in New JerseyNational Fee Analysis
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