Kevin
Kelly
Hergenroeder Financial Advisors, Inc
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About this Advisor
Kevin Kelly is a financial advisor who works out of Lutherville Timonium, Maryland with a total of 2 years of industry experience. Kelly is an employee of Hergenroeder Financial Advisors, Inc. The advisor has gained experience at Withrop University, Our Lady Of Good Counsel High School, Family Trust Fcu, The Flipside Restaurant, Grill Marx Steak House And Raw Bar, Laytonsville Golf Course, Georgetown Aquatics, Lpl Financial LLC and Hergenroeder Financial Advisors, Inc. Kelly holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maryland. Hergenroeder Financial Advisors, Inc is a registered investment firm that has its headquarters in Lutherville Timonium, MD. It handles $230 million in assets under management across its 651 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 651 customer accounts, just 13% are held by high-net-worth clients who have greater than $1 million in assets. Hergenroeder Financial Advisors, Inc has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules are based on which services the firm provides the client. Fees billed by Hergenroeder Financial Advisors, Inc may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hergenroeder Financial Advisors, Inc Brokerage Details
$229,479,010
7
651
$352,502
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kevin Kelly Work History
Kevin has been registered as a financial advisor for 2 years.*
Hergenroeder Financial Advisors, Inc
Lpl Financial LLC
Lpl Financial LLC
Hergenroeder Financial Advisors, Inc
Family Trust Fcu
The Flipside Restaurant
Withrop University
Grill Marx Steak House And Raw Bar
Laytonsville Golf Course
Georgetown Aquatics
Our Lady Of Good Counsel High School
*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 Kevin 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 Hergenroeder Financial Advisors, Inc
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
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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