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Ryan Kelly

Thrive Wealth Management, LLC

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About Ryan Kelly

Ryan Kelly is a financial advisor who has been in the industry for more than a decade. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and holds both Series 7 and Series 66 securities licenses. He specializes in providing financial planning services to individuals, corporations, and non-profit organizations. Ryan is currently affiliated with Thrive Wealth Management, LLC. Ryan previously worked with Ameriprise Financial Services, LLC, Boenning & Scattergood, Inc., and Janney Montgomery Scott LLC.

Firm Information

Ryan Kelly is currently registered with Thrive Wealth Management, LLC. Thrive Wealth Management, LLC is an independent financial advisory firm headquartered in Audubon, Pennsylvania. They provide a range of financial planning and investment management services for individuals, families, businesses, and charitable organizations. With over $1.3 billion in assets under management, Thrive Wealth Management is committed to helping clients achieve their financial goals. They have a team of 12 investment advisor representatives who are dedicated to providing personalized advice and guidance. Their services include portfolio management, financial planning, and selection of other advisors. They also offer pension consulting services and focus on serving high net worth individuals, corporations or other businesses, individuals other than high net worth, and pension and profit-sharing plans.
Thrive Wealth Management, LLC

1000 MADISON AVENUE

AUDUBON, PA 19403

$1.32B

Assets Under Management

19

Total Clients

12

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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other

Percentage of retirement plan assets under advisement

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Ryan Kelly’s Registration & Firm History

PA

03/15/2023 - Present

Thrive Wealth Management, LLC (AUDUBON PA)

NY

09/14/2022 - 03/08/2023

AMERIPRISE FINANCIAL SERVICES, LLC (NEW YORK NY)

PA

07/08/2016 - 01/31/2019

BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)

PA

07/12/2011 - 08/02/2016

JANNEY MONTGOMERY SCOTT LLC (MEDIA PA)

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Licenses & Designations

BOTH

Issued 07/14/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Kelly.
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