AdvisorOS Directory
Claim Profile
Unclaimed Profile
KK

Kevin Thomas Kelly

SJS INVESTMENT CONSULTING INC·SYLVANIA, Ohio
Clean recordSJS 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

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
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
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 at SJS INVESTMENT CONSULTING INC

Scott John Savage
SYLVANIA, OH

More Advisors in SYLVANIA, Ohio

Craig Arnold Warnimont
VENTURE VISIONARY PARTNERS LLC·SYLVANIA, OH
Mark Alan Klopfenstein
STRATEGIC INVESTMENT ADVISORS, LLC·SYLVANIA, OH
Craig Douglas Findley
VENTURE VISIONARY PARTNERS LLC·SYLVANIA, OH
Melissa Jo Estrich
VENTURE VISIONARY PARTNERS LLC·SYLVANIA, OH
Robert Scott Loeb
VENTURE VISIONARY PARTNERS LLC·SYLVANIA, OH
Robert William Retzloff
VENTURE VISIONARY PARTNERS LLC·SYLVANIA, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile