Brooke
Kelly
Weatherly Asset Management
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About this Advisor
Brooke Kelly is a certified financial planner who works out of Del Mar, California with 7 years of relevant experience. Kelly is an advisor for Weatherly Asset Management. Their career trajectory has included roles at Grant Thornton, Llp and Weatherly Asset Management, Lp. Kelly holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in California. Weatherly Asset Management is an advisory company that has its headquarters in Del Mar, CA. It handles $1 billion in assets between its 1,275 accounts, making it one of the larger firms in the nation by assets under management. The firm provides services to four charitable organizations. Of its 1,275 customer accounts, 64% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Weatherly Asset Management offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and publication of newsletters. Fees charged by financial advisors largely depend on which service is provided. Fee types charged by Weatherly Asset Management most likely include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Weatherly Asset Management Brokerage Details
$1,013,762,056
15
1,275
$795,107
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
Brooke Kelly Work History
Brooke has been registered as a financial advisor for 7 years.*
Weatherly Asset Management, Lp
Weatherly Asset Management, Lp
Weatherly Asset Management, Lp
Grant Thornton, Llp
Weatherly Asset Management, Lp
Grant Thornton, Llp
Grant Thornton, Llp
Grant Thornton, Llp
Grant Thornton, Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brooke Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Weatherly Asset Management
Del Mar, CA
Del Mar, CA
Del Mar, CA
Del Mar, CA
Del Mar, CA
Del Mar, CA
Del Mar, CA
Del Mar, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
