Brendan P. Kelly

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2023 → 10/2025
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 01/2020 → Present
  The Chamberlin Group (Dba For Advisory Business)
  St. Louis, MO
• 05/2016 → 01/2020
  Bartilinos Osteria
  Saint Louis, MO
• 08/2016 → 05/2018
  Mckendre University
  Levanon, IL
• 08/2018 → 12/2019
  University Of Missouri - Columbia
  Columbia, MO
• 09/2025 → Present
  Foundations Investment Advisors Llc
  Phoenix, AZ

Previous Registrations

• 2023-01-20 → 2025-10-01
  Prosperity Capital Advisors
  Westlake, OH
  Saint Louis, MO
  Melbourne, FL

Other Businesses

1) 01/2020 - THE CHAMBERLIN GROUP - INVESTMENT RELATED - 12444 POWERSCOURT DR #100, ST LOUIS, MO 63131; INVESTMENT ADVISER REPRESENTATIVE, INDEPENDENT INSURANCE AGENT, ADMINISTRATIVE SUPPORT; APPROX. 10 HOURS/MONTH DURING TRADING HOURS; TAX, AND INSURANCE, AND NON-LEGAL ESTATE PLANNING ADMINISTRATIVE SERVICES; DUTIES INCLUDE PROVIDING INSURANCE AND ANNUITY SOLUTIONS, REVIEWING PLANS WITH CLIENTS, NON-LEGAL SERVICES TO ASSIST CLIENTS WITH DOCUMENT ORGANIZATION, DATA ENTRY, AND PLATFORM NAVIGATION RELATED TO ESTATE PLANNING SOFTWARE, AND OTHER OWNERSHIP RESPONSIBILITIES 2) MR. KELLY IS A HIGH SCHOOL HOCKEY COACH. HE DOES THIS PART TIME OUTSIDE OF SECURITIES TRADING HOURS. HE IS PAID A SMALL FEE FOR THIS ROLE. NOT INVESTMENT RELATED

Designations

• Certified Financial Planner