Edward Charles Kelly

Employer firm

Cibc Private Wealth Advisors, Inc. CRD 109644

$67.8B regulatory AUM 2,160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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 → 01/2023
  Brinker Capital
  Berwyn, PA
• 01/2022 → 01/2023
  Orion Portfolio Solutions
  Omaha, NE
• 07/2023 → Present
  Cibc Private Wealth Advisors
  New York, NY
• 01/2023 → 06/2023
  Garden Leave
  New York, NY

Previous Registrations

• 2022-01-14 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Berwyn, PA
  Omaha, NE
• 2020-10-19 → 2021-12-31
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2012-06-22 → 2020-10-16
  Brinker Capital Inc
  Berwyn, PA
• 2010-05-20 → 2012-06-25
  Assetmark, Inc.
  Concord, CA
• 2005-05-13 → 2006-02-15
  Nationwide Investment Services Corporation
  Columbus, OH
• 2003-01-09 → 2004-12-17
  Curian Capital, Llc
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2001-09-07
• S63 Uniform Securities Agent State Law Examination
  1992-06-25

Other Names

• Edward Charles Kelly
• Edward Charles Kelly
• Edward Charles Kelly