Unclaimed Profile

Kelly Jay Groff

SFG INVESTMENT ADVISORS, INC.·DOYLESTOWN, Pennsylvania

Series 6, Series 7, Series 63, Series 65Clean record19 years registeredSFG INVESTMENT ADVISORS, INC.

3655 ROUTE 202, SUITE 140, DOYLESTOWN, PA 18902CRD# 2995555Firm CRD# 111241

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelly Jay Groff · DOYLESTOWN, PA

Registration

CRD #2995555 · SFG INVESTMENT ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SFG INVESTMENT ADVISORS, INC.

SFG INVESTMENT ADVISORS, INC.

Jan 2007 – Dec 2019

DOYLESTOWN, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 18, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SFG INVESTMENT ADVISORS, INC.

CRD 111241 · SEC 801-79813

AUM

$328M

Regulatory assets under management

Employees

640 client accounts

Services offered by SFG INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SFG INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Kelly Jay Groff offer?

Kelly Jay Groff specializes in Financial Planning, Investment Management.

What are Kelly Jay Groff's credentials?

Kelly Jay Groff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Jay Groff located?

Kelly Jay Groff is based in DOYLESTOWN, Pennsylvania, last registered with SFG INVESTMENT ADVISORS, INC..

How does Kelly Jay Groff charge for services?

Kelly Jay Groff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SFG INVESTMENT ADVISORS, INC.?

SFG INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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