Unclaimed Profile

Michael Eligio Kelly

PIVOTAL PLANNING GROUP, LLC·MELVILLE, New York

Series 7, Series 63, Series 65, Series 66Clean record22 years registeredPIVOTAL PLANNING GROUP, LLC

534 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 4002296Firm CRD# 126575

Profile Verification

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

Identity

Michael Eligio Kelly · MELVILLE, NY

Registration

CRD #4002296 · PIVOTAL PLANNING GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

PROCYON

May 2021 – present

PROCYON INSTITUTIONAL PARTNERS, LLC

May 2021 – Dec 2021

Virginia Beach, VA

PIVOTAL PLANNING GROUP, LLC

Aug 2017 – Jul 2021

NORFOLK, VA

GODSEY & GIBB WEALTH MANAGEMENT

Jan 2008 – Jul 2017

VIRGINIA BEACH, VA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Mar 2006 – Jan 2008

NORFOLK, VA

CHARLES SCHWAB & CO., INC.

Sep 2003 – Mar 2006

NORFOLK, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · September 17, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PIVOTAL PLANNING GROUP, LLC

CRD 126575 · SEC 801-71335

AUM

$383M

Regulatory assets under management

Employees

694 client accounts

Services offered by PIVOTAL PLANNING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PIVOTAL PLANNING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Eligio Kelly offer?

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

What are Michael Eligio Kelly's credentials?

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

Where is Michael Eligio Kelly located?

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.

How does Michael Eligio Kelly charge for services?

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.

How large is PIVOTAL PLANNING GROUP, LLC?

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.

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