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Daniel Joseph Ledva

Kelson Asset Management LLC

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About Daniel Joseph Ledva

Daniel Ledva is a financial advisor with over 20 years of experience in the financial services industry. Daniel is currently registered with Kelson Asset Management LLC, a firm he joined in June 2023. Prior to that, Daniel worked at Roberts & Ryan, Inc. and Marwood Group. Daniel holds a Series 63, 66, and 65 licenses, as well as a Series 14 and Series 24 principal exam. He also passed the Series 7 and Series 99TO exams. Daniel is a member of the firm's investment advisory team and is responsible for managing and advising on investment portfolios. He has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Daniel Ledva is currently registered with Kelson Asset Management LLC. Kelson Asset Management LLC is an investment advisor registered with the SEC. They manage approximately $173,054,694 in assets for 16 clients, primarily pooled investment vehicles. Their advisory services include portfolio management for pooled investment vehicles.

$173.05M

Assets Under Management

Not reported

Total Clients

3

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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Daniel Ledva’s Registration & Firm History

CT

06/12/2023 - Present

Kelson Asset Management LLC (STAMFORD CT)

NY

02/17/2018 - 08/30/2024

ROBERTS & RYAN, INC. (Rockville Centre NY)

NY

12/11/2002 - 04/04/2011

MARWOOD GROUP (NEW YORK NY)

NY

12/16/2005 - 12/31/2010

MARWOOD ALTERNATIVE ASSET MANAGEMENT LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/04/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 03/28/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Joseph Ledva.
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