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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Kelly is a financial advisor who has been in the industry for over 20 years. Kelly is a Chartered Financial Analyst and is currently registered with Capital Group Private Client Services, Inc. Prior to his current role, Kelly worked with MBSC, LLC, Mellon Financial Markets, LLC, Sanford C. Bernstein & Co., LLC, and Sanford C. Bernstein & Co., Inc. Kelly specializes in providing portfolio management services for businesses, individuals, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
NY
04/08/2003 - 07/01/2005
MBSC, LLC (NEW YORK NY)
NY
08/28/2001 - 04/09/2003
MELLON FINANCIAL MARKETS, LLC (NEW YORK NY)
NY
12/07/2000 - 05/01/2001
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
09/15/1993 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 9/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/8/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/6/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 9/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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