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Joseph Kinch Kiely

KIELY WEALTH ADVISORY GROUP, INC.·GREENVILLE, North Carolina
Clean recordKIELY 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Kinch Kiely is a registered financial advisor based in GREENVILLE, North Carolina, affiliated with KIELY WEALTH ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
KIELY WEALTH ADVISORY GROUP, INC.
KIELY WEALTH ADVISORY GROUP, INC.
AUM
$515M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at KIELY WEALTH ADVISORY GROUP, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2408897
Firm CRD# 109438
View on FINRA BrokerCheck →

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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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Other Advisors at KIELY WEALTH ADVISORY GROUP, INC.

Kathryn Kei Burr
GREENVILLE, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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