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Stamford, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelson Capital Llc | Little Silver | NJ | 11/2010 | Present |
| Roberts & Ryan, Inc. | New York | NY | 01/2018 | Present |
| Kelson Asset Management Llc | Stamford | CT | 08/2021 | Present |
| Kelson Asset Management Llc | Stamford | CT | 06/2023 | Present |
10/2016: co-Founder.KELSON GROUP I, LLC; NOT INVESTMENT RELATED, 39 Broadway FLR 16, NEW YORK, NY; CONSULTING/business development for not investment securities related firms; SENIOR MANAGING DIRECTOR; OCTOBER 2010; 5hours per month. 10/2016, co-founder Sr. Managing Director, owned by Kelson Group I. Kelson Capital, LLC B/D business development, distribution for institutional money managers, 25 Hours a week. Investment related. Adviser to the Gene Carpenter Foundation. less than 4 hours per year. non investment related, review scholarship for the college athletes. Sewell Partners, LLC MEMBER, single member pass through entity for passive investments, non control, LP in private partnerships for long term personal investments. 10-hours a year. KAM, RIA, investment related 10-15 hours a week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-27 |
| S66 | Uniform Combined State Law Examination | 2004-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-27 |
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