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Robert Jordan Kelly

MAS Advisors LLC

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About Robert Jordan Kelly

Robert Kelly is a financial advisor with MAS Advisors LLC, based in Miami, Florida. Robert has been in the financial services industry since 1985. Robert has a Series 7, Series 63 and SIE license and is also a Certified Financial Planner. Robert works with insurance companies, high-net-worth individuals and other investment advisors. Robert previously worked with KESTRA INVESTMENT SERVICES, LLC. and CAPITAL ANALYSTS, INCORPORATED.

Firm Information

Robert Kelly is currently registered with MAS Advisors LLC. MAS Advisors LLC is an investment advisor headquartered in Miami, Florida. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. MAS Advisors LLC manages $1,354,221,310 in regulatory assets under management for 152 clients, including insurance companies, high-net-worth individuals, and other investment advisors. The firm has 1 licensed agent, 2 investment advisor representatives, and 1 registered representative. They are registered with the SEC under the number 801-77354.
MAS Advisors LLC

501 BRICKELL KEY DRIVE

MIAMI, FL 33131

$1.35B

Assets Under Management

Not reported

Total Clients

3

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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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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Robert Kelly’s Registration & Firm History

FL

06/08/2021 - Present

MAS Advisors LLC (MIAMI FL)

FL

02/28/2007 - 06/14/2021

KESTRA INVESTMENT SERVICES, LLC (Miramar Beach FL)

CA

11/19/1985 - 02/28/2007

CAPITAL ANALYSTS, INCORPORATED (ENCINO CA)

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Licenses & Designations

BC

Issued 10/31/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Jordan Kelly.
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