Daniel Kelly
Daniel Kelly is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Fai Wealth Management
Raymond James & Associates, INC.Broker
Tiaa-Cref Advice and Planning Services
Teachers Personal Investors Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Linsco/private Ledger CORP.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
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