AdvisorOS Directory
Claim Profile
KK

Kevin Thomas Kelly

SJS INVESTMENT CONSULTING INC·SYLVANIA, Ohio
Unclaimed Profile
6711 MONROE ST., SYLVANIA, OH 43560CRD# 4154606Firm CRD# 107219
01

About

Kevin Thomas Kelly is a registered financial advisor based in SYLVANIA, Ohio, affiliated with SJS INVESTMENT CONSULTING 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
High Net Worth Individuals
03

Firm Overview

Firm
SJS INVESTMENT CONSULTING INC
SJS INVESTMENT SERVICES
AUM
$2.2B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at SJS INVESTMENT CONSULTING INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4154606
Firm CRD# 107219
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SYLVANIA?

Browse all registered financial advisors in SYLVANIA, Ohio or claim this profile if it's yours.

Browse SYLVANIA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SYLVANIA
Scott John Savage — SJS INVESTMENT CONSULTING INCMark Alan Klopfenstein — STRATEGIC INVESTMENT ADVISORS, LLCCraig Douglas Findley — VENTURE VISIONARY PARTNERS LLCRobert William Retzloff — VENTURE VISIONARY PARTNERS LLCMelissa Jo Estrich — VENTURE VISIONARY PARTNERS LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile