Inactive

Michael Joseph Bertrand

The Kelly Group

CRD 2217748

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Employer firm

The Kelly Group CRD 310140

$1.13B regulatory AUM 11 advisory clients

Reported services (Item 5G)

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

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

Current Employers

The Kelly Group

48 East Gordon Street, Bel Air, MD 21014 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2023-06-06

MD RA
APPROVED

Since 2023-06-06

Branch Locations

48 East Gordon Street, Bel Air, MD 21014 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cambridge Investment Research, Inc	Fairfield	IA	06/2005	12/2020
The Kelly Group	Bel Air	MD	04/2003	Present

06/2005 → 12/2020

Cambridge Investment Research, Inc

Fairfield, IA
04/2003 → Present

The Kelly Group

Bel Air, MD

Other Businesses

1. THE ARC NCR, 4513 PHILADELPHIA RD, ABERDEEN, MD, 06/2019. BOARD MEMBER. DEVOTES 4 HRS/MO. 0/TRADING. NOT INVESTMENT RELATED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-06-06

S65 Uniform Investment Adviser Law Examination

2023-06-06

View on SEC IAPD

Nearby Firms

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OSAIC WEALTH, INC.

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Nearby Investors

MELISSA MARIE MULLAN

ERIK LOUIS KELLER

ADAM WILLIS FREELAND

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · BEL AIR, MD

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bel Air, MD

OSAIC WEALTH, INC. · BEL AIR, MD

More in Bel Air, MD

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