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Chad Thomas Arrington

THE Kelly Group

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About Chad Thomas Arrington

Chad Thomas Arrington is a financial advisor with The Kelly Group, a registered investment advisor firm based in Bel Air, Maryland. Chad has been in the financial services industry since 2010 and has a strong background in financial planning and investment management. He holds Series 7 and 66 securities licenses and is a Certified Financial Planner. Chad is committed to providing his clients with personalized financial advice that is tailored to their individual needs and goals. Chad serves a wide range of clients, including individuals, families, and businesses. He has experience in developing financial plans, managing investment portfolios, and providing retirement planning advice. Chad is also active in the community and is involved in several non-profit organizations.

Firm Information

Chad Arrington is currently registered with THE Kelly Group. THE Kelly Group is an investment advisor registered with the SEC. Headquartered in BEL AIR, MD, they manage approximately $810.9 million in client assets. They provide financial planning, pension consulting, and portfolio management for individuals and businesses. Their client base includes high net worth individuals, corporations, and pension plans.
THE Kelly Group

48 EAST GORDON STREET

BEL AIR, MD 21014

$810.92M

Assets Under Management

4

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Arrington’s Registration & Firm History

MD

10/16/2020 - Present

THE Kelly Group (BEL AIR MD)

MD

11/21/2012 - 10/15/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (BEL AIR MD)

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Licenses & Designations

BOTH

Issued 03/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Thomas Arrington.
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