Andrew Davis Kelly

Employer firm

Continuum Advisory, LLC CRD 283155

$1.91B regulatory AUM 3,461 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2012 → 07/2020
  Cantler's Riverside
  Annapolis, MD
• 06/2016 → 01/2020
  Kelly Financial Advisors
  Annapolis, MD
• 08/2020 → 08/2021
  Wealth Management Associates
  Eagle, ID
• 09/2021 → Present
  Kelly Financial Advisors
  Annapolis, MD

Other Businesses

1) Kelly Financial Advisors; Investment-related; 99 Cathedral Street, Annapolis, MD 21401; dba for business; Advisory Services; IAR; 9/7/21; 160 hrs/mo 2) Kelly Insurance & Investments, Inc; not investment related; 99 Cathedral Street, Annapolis, MD 21401; life, health & disability insurance sales; 20 hrs/mo; 2 hrs during trading; sales and service 3) Kelly Risk Management; not investment related; 99 Cathedral Street, Annapolis, MD 21401; property & liability insurance sales and service; 20 hrs/mo; 2 hrs during trading; sales and service

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-22

Designations

• Certified Financial Planner