Unclaimed Profile

Daniel Christian Kelley

CLOVER LEAF FINANCIAL, LLC·FAIRPORT, New York

SIE, Series 7, Series 24, Series 63, Series 65Clean record14 years registeredCLOVER LEAF FINANCIAL, LLC

1387 FAIRPORT RD, FAIRPORT, NY 14450CRD# 5459417Firm CRD# 287550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Christian Kelley · FAIRPORT, NY

Registration

CRD #5459417 · CLOVER LEAF FINANCIAL, LLC · 14 years registered

Brand Profile

Not yet started

Career History

CLOVER LEAF FINANCIAL LLC

Jun 2025 – present

CLOVER LEAF FINANCIAL LLC

May 2025 – Dec 2025

FAIRPORT, NY

LPL FINANCIAL LLC

Jun 2020 – May 2025

FAIRPORT, NY

CLOVER LEAF FINANCIAL, LLC

Feb 2020 – Dec 2022

FAIRPORT, NY

SUMMIT FINANCIAL GROUP INC

Nov 2018 – May 2020

FAIRPORT, NY

SUMMIT FINANCIAL GROUP INC

Nov 2018 – Nov 2018

FAIRPORT, NY

CADARET GRANT & CO INC

Apr 2017 – Oct 2018

Fairport, NY

LPL FINANCIAL LLC

Jan 2013 – Apr 2017

FAIRPORT, NY

J.P. MORGAN SECURITIES LLC

Oct 2012 – Oct 2012

FISHERS, IN

CHASE INVESTMENT SERVICES CORP.

Oct 2011 – Oct 2012

FISHERS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 12, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLOVER LEAF FINANCIAL, LLC

CRD 287550 · SEC 801-110029

AUM

$35K

Regulatory assets under management

Employees

3 client accounts

Services offered by CLOVER LEAF FINANCIAL, 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 CLOVER LEAF FINANCIAL, LLC →

Introduction

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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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