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Maura Anne Kelly

BAHL & GAYNOR INC·CINCINNATI, Ohio
Clean recordBAHL & GAYNOR INC
255 EAST FIFTH STREET, CINCINNATI, OH 45202CRD# 7318966Firm CRD# 106139

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maura Anne Kelly · CINCINNATI, OH
Registration
CRD #7318966 · BAHL & GAYNOR INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Maura Anne Kelly is a registered financial advisor based in CINCINNATI, Ohio, affiliated with BAHL & GAYNOR INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BAHL & GAYNOR INC
BAHL & GAYNOR INC
AUM
$20.2B
Regulatory assets under management
Employees
74
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7318966
Firm CRD# 106139
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Maura Anne Kelly offer?
Maura Anne Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Maura Anne Kelly's credentials?
Maura Anne Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maura Anne Kelly located?
Maura Anne Kelly is based in CINCINNATI, Ohio, working with BAHL & GAYNOR INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Maura Anne Kelly charge for services?
Maura Anne 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 BAHL & GAYNOR INC?
BAHL & GAYNOR INC has approximately 74 employees and manages $20.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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