Best Investors Account Sign in
Inactive

Timothy James Kelley

Envestnet Pmc

Berwyn, PA

Chicago, IL

Claim This Profile
Current Employers
Envestnet Pmc

222 N. Lasalle St., Suite 625, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-19
PA RA APPROVED 2024-01-19
  • IL RA
    APPROVED
    Since 2024-01-19
  • PA RA
    APPROVED
    Since 2024-01-19

Branch Locations

1000 Chesterbrook Blvd Suite 250, Berwyn, PA 19312 • United States

222 N. Lasalle St., Suite 625, Chicago, IL 60601 • 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
Blackrock Investments, Inc. New York NY 08/2008 01/2018
Envestnet Financial Technolgies, Inc. Berwyn PA 01/2024 Present
Westmoreland Capital Corporation Arlington TX 07/2019 12/2022
Clover Capital Consulting Geneseo NY 07/2018 06/2019
Unemployed Malvern PA 02/2018 06/2018
Career Break Berwyn PA 01/2023 12/2023
Envestnet Asset Management, Inc. Berwyn PA 01/2024 Present
  • 08/2008 → 01/2018
    Blackrock Investments, Inc.
    New York, NY
  • 01/2024 → Present
    Envestnet Financial Technolgies, Inc.
    Berwyn, PA
  • 07/2019 → 12/2022
    Westmoreland Capital Corporation
    Arlington, TX
  • 07/2018 → 06/2019
    Clover Capital Consulting
    Geneseo, NY
  • 02/2018 → 06/2018
    Unemployed
    Malvern, PA
  • 01/2023 → 12/2023
    Career Break
    Berwyn, PA
  • 01/2024 → Present
    Envestnet Asset Management, Inc.
    Berwyn, PA
Previous Registrations
  • 2008-10-15 → 2018-01-11
    Blackrock Financial Management, Inc
    New York, NY
    Princeton, NJ
    New York, NY
  • 2003-08-11 → 2008-08-01
    Rittenhouse Asset Management, Inc.
    Radnor, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-08
S63 Uniform Securities Agent State Law Examination 1998-08-28
  • S65 Uniform Investment Adviser Law Examination
    1998-09-08
  • S63 Uniform Securities Agent State Law Examination
    1998-08-28
Designations

View on SEC IAPD

Other Firms

ELLIS INVESTMENT PARTNERS, LLC
GREAT VALLEY ADVISOR GROUP, LLC
CREATIVE PLANNING
TRINITY WEALTH MANAGEMENT, LLC
MORGAN STANLEY
PRINCIPAL SECURITIES, INC.
CARNEGIE WEALTH MANAGEMENT, LLC
ARKADIOS WEALTH ADVISORS

Other Investors

Nicholas Woo-Hsiung Sun
JENNIFER ANN GARRETT
CHRISTIAN GRUDE
DAVID YU-WEN SUN
SAMUEL MARCELINO CARPIN
DEREK ALLEN LEMKE
JONATHAN D SMITH
ROSS BRIAN MULDOON

Other Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
TRINITY WEALTH MANAGEMENT, LLC · BERWYN, PA
MORGAN STANLEY · Berwyn, PA

More in Berwyn, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor