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Michael Joseph Bertrand

THE Kelly Group

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About Michael Joseph Bertrand

Michael Joseph Bertrand is an Investment Advisor Representative for The Kelly Group in Bel Air, MD. Michael has been in the industry since 1996 and has been registered with the firm since 2023. Michael previously worked for Cambridge Investment Research, Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, and Alex. Brown & Sons Incorporated. Michael holds the Series 7, Series 65, and SIE exams. Michael is a board member for The Arc NCR and is a member of several industry organizations. The Kelly Group has a total of $810,923,460 in assets under management. The firm provides advisory services for individuals, pensions, and other organizations.

Firm Information

Michael Bertrand is currently registered with THE Kelly Group. THE Kelly Group is an investment advisor registered with the SEC. Headquartered in BEL AIR, MD, they manage approximately $810.9 million in client assets. They provide financial planning, pension consulting, and portfolio management for individuals and businesses. Their client base includes high net worth individuals, corporations, and pension plans.
THE Kelly Group

48 EAST GORDON STREET

BEL AIR, MD 21014

$810.92M

Assets Under Management

4

Total Clients

10

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 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 Bertrand’s Registration & Firm History

MD

06/06/2023 - Present

THE Kelly Group (BEL AIR MD)

MD

02/23/2006 - 12/31/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (BEL AIR MD)

NY

01/13/2001 - 06/06/2002

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

09/01/1997 - 01/13/2001

DB ALEX. BROWN LLC (BALTIMORE MD)

NA

02/14/1996 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

IA

Issued 06/06/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Joseph Bertrand.
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