Patrick Ryan Kelly

Employer firm

Aries Financial Navigators, Inc. CRD 301218

$81.1M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX PREPARATION

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

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

Current Employers

Employment History

• 09/2015 → 02/2019
  Rodgers & Associates
  Lancaster, PA
• 02/2019 → Present
  Aries Financial Navigators, Inc
  Lititz, PA
• 02/2019 → Present
  Aries Financial Resources, Llc
  Lititz, PA

Previous Registrations

• 2015-10-26 → 2019-02-08
  Rodgers & Associates
  Lancaster, PA
• 2011-07-12 → 2015-06-26
  Lehman Financial Resources, Inc.
  Media, PA
• 2008-06-24 → 2010-01-12
  M Holdings Securities, Inc.
  Berwyn, PA

Other Businesses

Aries Financial Resources; investment-related; same address; tax preparation; Owner, Manager; 2/11/2019; 1 hour per month, 0 during trading hours. Income tax preparation primarily for clients of Aries Financial Navigators, Inc.

Exams

• S66 Uniform Combined State Law Examination
  2008-06-20

Designations

• Certified Financial Planner