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Harvey Kelly is a registered investment advisor at Leumas Advisors, LLC, based in Southington, CT, with 26 years of industry experience. Harvey operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Southington, CT
Get directionsHistory
Regulatory History (1)
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Criminal
November 1970Final Disposition
Other Business Activities
Harvey works full-time as a Pension Funds Analyst for the Office of the Connecticut State Treasurer (OTT) since 2012. His responsibilities include monitoring compliance of money managers and evaluating financial statements.
Employment History
Current Registrations
Leumas Advisors, LLC
March 2003 - Present · 23 yrs 2 mos
Previous Registrations
Spear Capital Management, INC.
June 1999 - December 2002 · 3 yrs 6 mos
State Registrations1 state
CT
Advisor
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.
Exams
No exam information available for this advisor.