AdvisorOS Directory
Claim Profile
CK

Craig J Kelly

CHESAPEAKE FINANCIAL GROUP INC·WILLIAMSBURG, Virginia
Unclaimed Profile
4804 COURTHOUSE ST SUITE 2A, WILLIAMSBURG, VA 23188CRD# 6038953Firm CRD# 108039
01

About

Craig J Kelly is a registered financial advisor based in WILLIAMSBURG, Virginia, affiliated with CHESAPEAKE FINANCIAL GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CHESAPEAKE FINANCIAL GROUP INC
CHESAPEAKE WEALTH MANAGEMENT
AUM
$84M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CHESAPEAKE FINANCIAL GROUP INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6038953
Firm CRD# 108039
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WILLIAMSBURG?

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

Browse WILLIAMSBURG 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 Craig J Kelly offer?
Craig J Kelly specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WILLIAMSBURG, Virginia for a consultation.
What are Craig J Kelly's credentials?
Craig J Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig J Kelly located?
Craig J Kelly is based in WILLIAMSBURG, Virginia, working with CHESAPEAKE FINANCIAL GROUP INC. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.
How does Craig J Kelly charge for services?
Craig J Kelly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHESAPEAKE FINANCIAL GROUP INC?
CHESAPEAKE FINANCIAL GROUP INC has approximately 4 employees and manages $84M 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 WILLIAMSBURG
Christopher Michael Sikes — CHESAPEAKE FINANCIAL GROUP INCDavid Eugene Bush — PBMARES WEALTH MANAGEMENT LLCDaniel Joseph Bender — PBMARES WEALTH MANAGEMENT LLCJohn Herbert Hunt — CHESAPEAKE FINANCIAL GROUP INCRobert Gary Topping — COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile