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Michael Andrew Kelly

Continuum Advisory, LLC

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About Michael Andrew Kelly

Michael Andrew Kelly is an investment advisor representative with Continuum Advisory, LLC. Michael is a registered investment advisor in Maryland. Michael has over 9 years of experience in the financial services industry. Prior to joining Continuum Advisory, LLC, Michael was a financial advisor at Triad Advisors, LLC, Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Michael Kelly is currently registered with Continuum Advisory, LLC. Continuum Advisory, LLC is an investment advisory firm based in Eagle, ID. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a wide range of services, including financial planning, portfolio management, and selection of other advisors. Continuum Advisory, LLC participates in wrap fee programs.
Continuum Advisory, LLC

873 E. STATE STREET

EAGLE, ID 83616

$1.29B

Assets Under Management

2,953

Total Clients

35

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Michael Kelly’s Registration & Firm History

MD

04/05/2016 - Present

Continuum Advisory, LLC (Annapolis MD)

MD

11/14/2017 - 08/23/2024

TRIAD ADVISORS LLC (Annapolis MD)

MD

05/13/2016 - 11/17/2017

SIGNATOR INVESTORS, INC. (ANNAPOLIS MD)

MD

04/20/2015 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (ANNAPOLIS MD)

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Licenses & Designations

BOTH

Issued 07/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/06/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Andrew Kelly.
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