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Grant Kelly

Stifel, Nicolaus & Company, Incorporated

Blue Ash, OH

CRD 7320281

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Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-24
TX RA APPROVED 2026-08-24
  • OH RA
    APPROVED
    Since 2026-08-24
  • TX RA
    APPROVED
    Since 2026-08-24

Branch Locations

9999 Carver Road, Blue Ash, OH 45242 • 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
Full Time Student Dayton OH 08/2016 05/2022
Kelly Landscaping Dayton OH 05/2022 01/2026
Stifel, Nicolaus & Company, Incorporated Cincinnati OH 02/2026 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-21
  • S66 Uniform Combined State Law Examination
    2026-08-21
Other Names
  • Grant Patrick Kelly

View on SEC IAPD

Nearby Firms

ON INVESTMENT MANAGEMENT CO
STRATOS WEALTH ADVISORS LLC
THE MATHER GROUP, LLC

Nearby Investors

ERIC MATTHEW APONTE
Eric Joseph Fessler
ANDREW JAMES MIKOVCH

Nearby Offices

ON INVESTMENT MANAGEMENT CO · Blue Ash, OH
STRATOS WEALTH ADVISORS LLC · Cincinnati, OH
STRATOS WEALTH ADVISORS LLC · Cincinnati, OH

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