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Lawrence Kiely

Prostatis Financial Advisors Group

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About Lawrence Kiely

Lawrence Kiely is an investment advisor representative with Prostatis Financial Advisors Group in Hanover, Maryland. Lawrence has been in the industry since 2015 and has a Series 6, Series 63, and Series 65 license. Lawrence has prior experience with Purshe Kaplan Sterling Investments and Northwestern Mutual Investment Services. Lawrence specializes in providing financial planning and portfolio management for individuals. Lawrence also owns KINGS GENTLEMEN LLC, a fashion consulting business.

Firm Information

Lawrence Kiely is currently registered with Prostatis Financial Advisors Group. Prostatis Financial Advisors Group is an investment advisory firm headquartered in HANOVER, MD, with 19 employees and a team of 14 investment advisory representatives. They manage approximately $405 million in client assets, with a focus on portfolio management for individuals and financial planning services. Prostatis Financial Advisors Group serves a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth.
Prostatis Financial Advisors Group

7580 BUCKINGHAM BLVD, SUITE 180

HANOVER, MD 21076

$405.00M

Assets Under Management

278

Total Clients

15

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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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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percentage of assets

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

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Lawrence Kiely’s Registration & Firm History

MD

10/04/2021 - Present

Prostatis Financial Advisors Group (HANOVER MD)

MD

05/22/2017 - 02/21/2020

PURSHE KAPLAN STERLING INVESTMENTS (BETHESDA MD)

MD

03/28/2015 - 08/22/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BALTIMORE MD)

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Licenses & Designations

IA

Issued 10/02/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lawrence Kiely.
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