Christopher
Kelly
Pvg Asset Management Corp
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About this Advisor
Christopher Kelly is a financial advisor who works out of Jupiter, Florida with a total of 4 years of industry experience. Kelly is an employee of Pvg Asset Management Corp. Kelly has gained experience at Barclay Breland Family Office and Lpl Financial LLC (F/K/A Linsco Private Ledger). Kelly holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Pvg Asset Management Corp is an advisory firm based out of Littleton, CO. It has offices in four locations and a total of eight financial advisors. It controls $351 million in assets under management between its 1,108 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 1,108 client accounts, just 11% belong to high-net-worth individuals who have at least $1 million in assets. Pvg Asset Management Corp provides a few services, such as portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. A financial advisor's fee schedules usually vary depending on the financial services. However, fee types charged by Pvg Asset Management Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pvg Asset Management Corp Brokerage Details
$350,672,000
8
1,108
$316,491
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Christopher Kelly Work History
Christopher has been registered as a financial advisor for 4 years.*
Barclay Breland Family Office
Lpl Financial LLC (F/K/A Linsco Private Ledger)
Barclay Breland Family Office
*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 Christopher 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 Pvg Asset Management Corp
Littleton, CO
Pinellas Park, FL
Littleton, CO
Jupiter, FL
Carlisle, PA
Golden, CO
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