KK
KK
Kevin Kelly is a registered investment advisor at Hartford Funds, based in Colts Neck, NJ, with 13 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 76 clients with $140B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
58 advisors
IM Fee
Planning only
Assets Under Management
$137.8B
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
Colts Neck, NJ
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Regulatory History (1)
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Judgment / Lien
December 2025Employment History
Current Registrations
Hartford Funds
October 2023 - Present · 2 yrs 7 mos
Hartford Funds Distributors, LLCBroker
October 2023 - Present · 2 yrs 7 mos
Hartford Funds Distributors, LLC
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Blackrock Investment Management, LLC
July 2015 - October 2023 · 8 yrs 3 mos
Blackrock Investments, LLCBroker
July 2015 - October 2023 · 8 yrs 3 mos
Lord, Abbett & CO. LLC
May 2013 - May 2015 · 2 yrs
Lord Abbett Distributor LLCBroker
April 2013 - May 2015 · 2 yrs 1 mo
Morgan StanleyBroker
September 2012 - January 2013 · 4 mos
State Registrations6 states
CAMDNJNYOHPA
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.