Daniel Kelly is a registered investment advisor at Navesink Advisors LLC, based in Lincroft, NJ, with 35 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $400K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navesink Advisors' client fees range from 0% to 2% and are negotiable.
Location
Lincroft, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a managing partner at Navesink Advisors LLC, dedicating about 10-20% of his time to client relations and referring business to third-party advisors. He also spends time as an operations manager for Realty Data Systems, LLC, dedicating about a third of his time to reviewing property inspections.
Employment History
Current Registrations
Navesink Advisors LLC
Previous Registrations
Viewtrade Securities, INC.Broker
R. F. Lafferty & CO., INC.Broker
Direct Access Partners LLCBroker
Proponent Asset Advisors, LLC
Albert Fried & Company, LLCBroker
Fintegra, LLCBroker
Fintegra Financial Solutions
Tore Services, LLCBroker
Concord Equity Group Advisors, LLC
Tore Services, LLCBroker
Concord Equity Group Advisors, LLC
The Concord Equity Group, LLCBroker
The Concord Equity Group, LLC
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
The Concord Equity Group, LLCBroker
First Montauk Securities CORP.Broker
Krutoy, Molinari, Ulrich & Company, INC.Broker
Vantage Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
J. W. Gant & Associates, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.