Thomas Michael Kelley

9 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingHigh Net Worth

Granite Harbor Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

398 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$561.4M

Fee Structure

Minimum Investment:$250K

Location

10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064

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History

Regulatory History (1)

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Criminal

August 1999

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Thomas's spouse owns an IT consulting company, Kelligent, LLC, and he is a 25% owner. He spends minimal time on this business, occasionally picking up mail or depositing checks.

Employment History

Current Registrations

Granite Harbor Advisors, INC.

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Fidelity Personal and Workplace Advisors

February 2022 - April 2024 · 2 yrs 2 mos

Fidelity Brokerage Services LLCBroker

January 2022 - April 2024 · 2 yrs 3 mos

Northwestern Mutual Investment Services,llc

October 2021 - November 2021 · 1 mo

Northwestern Mutual Investment Services, LLCBroker

July 2016 - November 2021 · 5 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.