Bryan Kelly is a registered investment advisor, based in Wilmington, DE, with 24 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Wilmington, DE
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Regulatory History (2)
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Customer Dispute
December 2018Denied
Customer Dispute
June 2007Closed-No Action
Other 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
March 2024 - Present · 2 yrs 7 mos
Steward Partners Investment Solutions, LLCBroker
March 2024 - Present · 2 yrs 7 mos
Steward Partners Investment Solutions, LLC
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
October 2018 - March 2024 · 5 yrs 5 mos
Raymond James Financial Services, INC.Broker
October 2018 - March 2024 · 5 yrs 5 mos
Securities America, INC.Broker
November 2009 - May 2011 · 1 yr 6 mos
Ameriprise Financial Services, INC.
September 2009 - October 2018 · 9 yrs 1 mo
Ameriprise Financial Services, INC.Broker
August 2009 - October 2018 · 9 yrs 2 mos
Edward Jones
February 2007 - September 2009 · 2 yrs 7 mos
Edward JonesBroker
June 2002 - September 2009 · 7 yrs 3 mos
Edward JonesBroker
March 2002 - June 2002 · 3 mos
State Registrations14 states
ALDEFLGAINMSNCNMNVOHRISCTNWA
AdvisorBrokerBoth
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.
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