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Joseph Kinch Kiely

KIELY WEALTH ADVISORY GROUP, INC.·GREENVILLE, North Carolina
Series 652 years registeredKIELY WEALTH ADVISORY GROUP, INC.
1290 EAST ARLINGTON BLVD, GREENVILLE, NC 27858CRD# 2408897Firm CRD# 109438

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Kinch Kiely · GREENVILLE, NC
Registration
CRD #2408897 · KIELY WEALTH ADVISORY GROUP, INC. · 2 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Nov 2024 – present
KIELY WEALTH ADVISORY GROUP, INC.
Jun 2024 – Mar 2025
Asheville, NC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 29, 2024
Years registered · 2
03

Disclosure History

2003Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
KIELY WEALTH ADVISORY GROUP, INC.
CRD 109438 · SEC 801-55450
AUM
$515M
Regulatory assets under management
Employees
5
720 client accounts
Services offered by KIELY WEALTH ADVISORY GROUP, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KIELY WEALTH ADVISORY GROUP, INC. →
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05

Frequently Asked Questions

What services does Joseph Kinch Kiely offer?
Joseph Kinch Kiely specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENVILLE, North Carolina for a consultation.
What are Joseph Kinch Kiely's credentials?
Joseph Kinch Kiely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Kinch Kiely located?
Joseph Kinch Kiely is based in GREENVILLE, North Carolina, working with KIELY WEALTH ADVISORY GROUP, INC.. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Joseph Kinch Kiely charge for services?
Joseph Kinch Kiely'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 KIELY WEALTH ADVISORY GROUP, INC.?
KIELY WEALTH ADVISORY GROUP, INC. has approximately 5 employees and manages $515M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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