Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kelly is a registered investment advisor with over 30 years of experience in the financial services industry. Edward is currently affiliated with Chickasaw Capital Management, LLC, a firm that offers investment advisory services to a wide range of clients, including high-net-worth individuals, investment companies, charitable organizations, and pooled investment vehicles. Prior to joining Chickasaw Capital Management, LLC, Edward was employed by Goldman, Sachs & Co., Scudder Investor Services, Inc., and Alliance Fund Distributors, Inc. Edward holds several professional licenses and designations, including Series 6, 7, 3, 24, 63, and 65.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
04/22/2015 - Present
Chickasaw Capital Management, LLC (MEMPHIS TN)
NY
06/20/2003 - 10/03/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
06/20/2000 - 03/19/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
TN
10/27/1989 - 12/18/1998
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
IA
Issued 12/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2010
Series 3 - National Commodity Futures Examination
BC
Issued 05/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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