Daniel Kelley is a registered investment advisor at Clover Leaf Financial LLC, based in Fairport, NY, with 17 years of industry experience. Daniel 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 223 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clover Leaf Financial manages investment portfolios for an annual fee based on the value of your portfolio. The fee is negotiated with each client and typically ranges from 0.50% to 1.50% annually, depending on the size of the portfolio, complexity of the client's financial situation, and the scope of services provided.
Location
1387 Fairport Rd., Suite 620, Fairport, NY, 14450
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel is a managing member of Clover Leaf Financial, LLC, an entity for his LPL business, since 2013. He is also the owner of Chaney Group LLC, another entity for his LPL business, spending minimal time on it, and operates Clover Leaf Digital Management as a DBA, spending a few hours per week on it during securities trading.
Employment History
Current Registrations
Clover Leaf Financial LLC
Previous Registrations
Clover Leaf Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Clover Leaf Financial, LLC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cadaret, Grant & CO., INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
PNC InvestmentsBroker
Natcity Investments, INC.Broker
Charles Schwab & CO., 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.