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The Kelly Group CRD 310140
$1.13B regulatory AUM 11 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
48 East Gordon Street, Bel Air, MD 21014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delaware North | Baltimore | MD | 06/2017 | 08/2017 |
| Bucknell University | Lewisburg | PA | 08/2014 | 05/2018 |
| Dominos Pizza | New Market | MD | 09/2018 | 03/2019 |
| Merrill Lynch | Baltimore | MD | 10/2019 | 05/2022 |
| Baltimore Orioles | Baltimore | MD | 03/2019 | 09/2019 |
| Wms Partners, Llc | Towson | MD | 05/2022 | 04/2023 |
| Chesapeake Financial Advisors | Towson | MD | 05/2023 | 02/2025 |
| All Star Bagels | Lewisburg | PA | 01/2018 | 04/2018 |
| Shawco International | Cape Town | 04/2018 | 08/2018 | |
| Unemployed | Towson | MD | 03/2025 | 04/2025 |
| The Kelly Group | Bel Air | MD | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-30 |
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