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Kevin Thomas Kelly

SJS INVESTMENT CONSULTING INC·SYLVANIA, Ohio
Series 7, Series 63Clean record22 years registeredSJS INVESTMENT CONSULTING INC
6711 MONROE ST., SYLVANIA, OH 43560CRD# 4154606Firm CRD# 107219

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Thomas Kelly · SYLVANIA, OH
Registration
CRD #4154606 · SJS INVESTMENT CONSULTING INC · 22 years registered
Brand Profile
Not yet started
01

Career History

SJS INVESTMENT SERVICES
Feb 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · February 4, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SJS INVESTMENT CONSULTING INC
CRD 107219 · SEC 801-49585
AUM
$2.2B
Regulatory assets under management
Employees
20
2,636 client accounts
Services offered by SJS INVESTMENT CONSULTING INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SJS INVESTMENT CONSULTING INC →
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Frequently Asked Questions

What services does Kevin Thomas Kelly offer?
Kevin Thomas Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYLVANIA, Ohio for a consultation.
What are Kevin Thomas Kelly's credentials?
Kevin Thomas Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Thomas Kelly located?
Kevin Thomas Kelly is based in SYLVANIA, Ohio, working with SJS INVESTMENT CONSULTING INC. Their office serves clients in the SYLVANIA metropolitan area and surrounding communities.
How does Kevin Thomas Kelly charge for services?
Kevin Thomas 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 SJS INVESTMENT CONSULTING INC?
SJS INVESTMENT CONSULTING INC has approximately 20 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SJS INVESTMENT CONSULTING INC

Scott John Savage
SYLVANIA, OH

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