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Daniel James Kelly

THOROUGHBRED FINANCIAL SERVICES, LLC·BRENTWOOD, Tennessee
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5110 MARYLAND WAY, SUITE 300, BRENTWOOD, TN 37027-7508CRD# 2378762Firm CRD# 47893
01

About

Daniel James Kelly is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with THOROUGHBRED FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THOROUGHBRED FINANCIAL SERVICES, LLC
THOROUGHBRED FINANCIAL SERVICES, LLC
AUM
$2.9B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at THOROUGHBRED FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2378762
Firm CRD# 47893
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel James Kelly offer?
Daniel James Kelly specializes in Financial Planning, Investment Management. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are Daniel James Kelly's credentials?
Daniel James Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel James Kelly located?
Daniel James Kelly is based in BRENTWOOD, Tennessee, working with THOROUGHBRED FINANCIAL SERVICES, LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.
How does Daniel James Kelly charge for services?
Daniel James Kelly's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THOROUGHBRED FINANCIAL SERVICES, LLC?
THOROUGHBRED FINANCIAL SERVICES, LLC has approximately 34 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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