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Robert Joseph Kelly

Farther

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About Robert Joseph Kelly

Robert Kelly is a financial advisor with Farther, based in San Francisco, California. Robert has been in the industry since 2005 and has experience with J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Sidot& Company, LLC. Robert has passed Series 63, Series 66, Series 7 and Series 87 exams. He also holds the Chartered Financial Analyst designation. Robert specializes in Financial Planning, Pension Consulting, and Portfolio Management. Robert is also a Trustee for Imagine, A Center for Coping with Loss.

Firm Information

Robert Kelly is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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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

CA

12/03/2021 - Present

Farther (SAN FRANCISCO CA)

NJ

06/28/2019 - 12/07/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)

NJ

11/13/2017 - 05/14/2019

J.P. MORGAN SECURITIES LLC (SUMMIT NJ)

NY

07/25/2005 - 05/05/2014

SIDOTI & COMPANY, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/24/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/22/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2017

Series 7 - General Securities Representative Examination

BC

Issued 08/12/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Joseph Kelly.
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