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Edward Joseph Iii Kelly

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York
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153 EAST 53RD STREET, NEW YORK, NY 10022CRD# 2724462Firm CRD# 7059
01

About

Edward Joseph Iii Kelly is a registered financial advisor based in NEW YORK, New York, affiliated with CITIGROUP GLOBAL MARKETS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Financial Education
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CITIGROUP GLOBAL MARKETS INC.
CITIGROUP GLOBAL MARKETS INC.
AUM
$40.5B
Regulatory assets under management
Employees
7830
Total firm employees
View all advisors at CITIGROUP GLOBAL MARKETS INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Educational seminars/workshops
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2724462
Firm CRD# 7059
11 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Joseph Iii Kelly offer?
Edward Joseph Iii Kelly specializes in Financial Planning, Investment Management, Wealth Management, Financial Education. Contact their office in NEW YORK, New York for a consultation.
What are Edward Joseph Iii Kelly's credentials?
Edward Joseph Iii Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Joseph Iii Kelly located?
Edward Joseph Iii Kelly is based in NEW YORK, New York, working with CITIGROUP GLOBAL MARKETS INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Edward Joseph Iii Kelly charge for services?
Edward Joseph Iii Kelly's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CITIGROUP GLOBAL MARKETS INC.?
CITIGROUP GLOBAL MARKETS INC. has approximately 7830 employees and manages $40.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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