Daniel Kelly
Daniel Kelly is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in East Windsor, CT, with 30 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
1 Pasco Dr, East Windsor, CT, 06088
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Regulatory History (1)
Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent for various companies, dedicating minimal time to this activity. He also works nearly full-time as an advisory representative of an RIA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Travelers Equities Sales, INC.Broker
State Registrations41 states
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.