Best Investors Account Sign in
Inactive

Sean Patrick Kelly

Kelly & Associates, LLC

West Palm Beach, FL

Palm Bay, FL

Claim This Profile
Current Employers
Kelly & Associates, Llc

Palm Bay, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-17
ME RA APPROVED 2015-04-09
  • FL RA
    APPROVED
    Since 2025-11-17
  • ME RA
    APPROVED
    Since 2015-04-09

Branch Locations

2 Harvard Circle Suite 400, West Palm Beach, FL 33409 • United States

Palm Bay, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kelly & Associates, Llc Palm Bay FL 07/2002 Present
Previous Registrations
  • 2001-01-23 → 2002-07-30
    Choreo, Llc
    West Palm Beach, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-02-19
S65 Uniform Investment Adviser Law Examination 1999-05-11
  • S63 Uniform Securities Agent State Law Examination
    2001-02-19
  • S65 Uniform Investment Adviser Law Examination
    1999-05-11

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC
MYRIAD ASSET MANAGEMENT ADVISORS LLC
TCG STRATEGIC INCOME ADVISOR LLC
SUNRISE MANAGER LLC
SRT GROUP LLC
UBS FINANCIAL SERVICES INC.
CIBC PRIVATE WEALTH ADVISORS, INC.
CRESSET ASSET MANAGEMENT, LLC

Other Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST
RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

More in West Palm Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor