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Craig Patrick Kelley

Kelley Investments

Del Mar, CA

CRD 1244386

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Employer firm

Kelley Investments CRD 119099

$238M regulatory AUM

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
Kelley Investments

Del Mar, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-15
  • CA RA
    APPROVED
    Since 2025-04-15

Branch Locations

Del Mar, CA • 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
OrganizationCityStateFromTo
Kelley Investments Del Mar CA 07/1998 Present
Ceros Financial Services, Inc. South Boston MD 08/2009 07/2024
  • 07/1998 → Present
    Kelley Investments
    Del Mar, CA
  • 08/2009 → 07/2024
    Ceros Financial Services, Inc.
    South Boston, MD
Previous Registrations
Other Businesses

INSURANCE SALES, INVESTMENT RELATED, START DATE 6-30-1988, 1 HR PER MO, 1 HR PER MO DURING TRADING HOURS, COMPENSATION COMMISSION

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-23
S63 Uniform Securities Agent State Law Examination 1984-10-10
  • S65 Uniform Investment Adviser Law Examination
    1994-12-23
  • S63 Uniform Securities Agent State Law Examination
    1984-10-10
Other Names
  • Craig Patrick Kelley

View on SEC IAPD

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