Bryan Kelly
Bryan Kelly is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Stamford, CT, with 24 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 35,105 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steward Partners offers investment management through various programs. Fees are negotiable and are calculated as a percentage of the assets managed. The maximum program fee is 2.50% annually. There are minimum new account values, but no minimum quarterly program fees are listed for the Steward Partners Discretionary Portfolios and Steward Partners Guided Portfolios. The amount of compensation Steward Partners receives varies between advisory programs and services, creating a potential conflict of interest.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2018Customer Dispute
June 2007Other Business Activities
Bryan owns rental real estate and is a managing partner at Tandem Financial Partners, dedicating minimal time to each. He also serves as a board member for Improv Chattanooga and Arts Build, spending a few hours per week on these activities.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
Edward JonesBroker
State Registrations13 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.