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John Kelly

Centerview Partners LLC

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About John Kelly

John Kelly is a registered representative with Centerview Partners LLC. John has been in the financial services industry for over 2 years and is active in both the Broker-Dealer and Investment Advisor sectors. John holds the Series 79TO and SIE exams.

Firm Information

John Kelly is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

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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John Kelly’s Registration & Firm History

NY

03/04/2024 - Present

Centerview Partners LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/04/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Kelly.
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