Question 1

What services does Michael Eligio Kelly offer?

Accepted Answer

Michael Eligio Kelly specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.

Question 2

What are Michael Eligio Kelly's credentials?

Accepted Answer

Michael Eligio Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Michael Eligio Kelly located?

Accepted Answer

Michael Eligio Kelly is based in MELVILLE, New York, working with PIVOTAL PLANNING GROUP, LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.

Question 4

How does Michael Eligio Kelly charge for services?

Accepted Answer

Michael Eligio Kelly's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan services -percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is PIVOTAL PLANNING GROUP, LLC?

Accepted Answer

PIVOTAL PLANNING GROUP, LLC has approximately 7 employees and manages $383M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Michael Eligio Kelly

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