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Daniel Christian Kelley

CLOVER LEAF FINANCIAL, LLC·FAIRPORT, New York
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1387 FAIRPORT RD, FAIRPORT, NY 14450CRD# 5459417Firm CRD# 287550
01

About

Daniel Christian Kelley is a registered financial advisor based in FAIRPORT, New York, affiliated with CLOVER LEAF FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLOVER LEAF FINANCIAL, LLC
CLOVER LEAF FINANCIAL, LLC
AUM
$35K
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CLOVER LEAF FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5459417
Firm CRD# 287550
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Christian Kelley offer?
Daniel Christian Kelley specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FAIRPORT, New York for a consultation.
What are Daniel Christian Kelley's credentials?
Daniel Christian Kelley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Christian Kelley located?
Daniel Christian Kelley is based in FAIRPORT, New York, working with CLOVER LEAF FINANCIAL, LLC. Their office serves clients in the FAIRPORT metropolitan area and surrounding communities.
How does Daniel Christian Kelley charge for services?
Daniel Christian Kelley'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 CLOVER LEAF FINANCIAL, LLC?
CLOVER LEAF FINANCIAL, LLC has approximately 2 employees and manages $35K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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