David Patrick Kelly

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → Present
  Raymond James & Associates
  Flint, MI

Previous Registrations

• 2010-02-04 → 2011-02-25
  Fifth Third Securities, Inc.
  Skokie, IL
• 2007-09-05 → 2008-08-01
  Edward Jones
  Chicago, IL
  Morton Grove, IL
  St Louis, MO

Other Businesses

(1)Name of Business: CATHOLIC CHARITIES OF SHIAWASSEE AND GENESEE COUNTIES, Address: 901 CHIPPEWA STREET, Flint, MI, 48503, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 09/14/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist current board with responsibilities of long-term decision making, fund raising, event planning, and assistance with employees/management of charity. (2)Name of Business: Friends of the Children - Detroit chapter Address: 1716 Cedarhill Ave, Royal Oak, MI, 48067, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 11/23/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: - Visit the chapter at least once each year. Expect to attend 100% of all Board meeting. Be an active member of a Board committee. Meet annually with a development officer to structure your annual personal\nfinancial commitment to the organization.Assist the staff in the annual appeal. Make at least five connections with potential major donors/foundations \n? Donate, and through your personal fundraising, find others to donate each year\n(minimum of $10,000).\n? Maintain confidentiality of program.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-23

Other Names

• David P Kelly
• David Patrick Kelley
• Dave Patrick Kelly