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Ryan Thomas Kelly

Duke And Duke Wealth Management LLC

Doylestown, PA

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Current Employers
Duke And Duke Wealth Management Llc

3359 Durham Road, Suite 100, Doylestown, PA 18902 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-05
PA RA APPROVED 2026-07-16
  • NJ RA
    APPROVED
    Since 2026-08-05
  • PA RA
    APPROVED
    Since 2026-07-16

Branch Locations

3359 Durham Road, Suite 100, Doylestown, PA 18902 • 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
Boenning & Scattergood West Conshohocken PA 07/2016 01/2019
Thrive Wealth Management, Llc Fort Washington PA 03/2013 09/2025
Thrive Financial Services Fort Washington PA 02/2019 07/2022
Futurefwd Advisors Royersford PA 08/2022 03/2023
Duke And Duke Wealth Management Doylestown PA 09/2025 Present
  • 07/2016 → 01/2019
    Boenning & Scattergood
    West Conshohocken, PA
  • 03/2013 → 09/2025
    Thrive Wealth Management, Llc
    Fort Washington, PA
  • 02/2019 → 07/2022
    Thrive Financial Services
    Fort Washington, PA
  • 08/2022 → 03/2023
    Futurefwd Advisors
    Royersford, PA
  • 09/2025 → Present
    Duke And Duke Wealth Management
    Doylestown , PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-14
  • S66 Uniform Combined State Law Examination
    2014-07-14
Designations
Other Names
  • Ryan Thomas Kelly
  • Ryan Kelly

View on SEC IAPD

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Other Offices

SUMMIT FINANCIAL, LLC · DOYLESTOWN, PA
LPL FINANCIAL LLC · DOYLESTOWN, PA
JANNEY MONTGOMERY SCOTT LLC · DOYLESTOWN, PA
MUNTZ FINANCIAL, LLC · DOYLESTOWN, PA
ARCHETYPE ADVISORS, LLC · DOYLESTOWN, PA
TRIDENT ADVISORS INC · DOYLESTOWN, PA
WINTHROP PARTNERS - EPA, LLC · Doylestown, PA
RODGERS BROTHERS, INC. · Doylestown, PA

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