Lawrence
Kiely
Prostatis Financial Advisors Group
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About this Advisor
Lawrence Kiely is a financial advisor based out of Hanover, Maryland, with a total of 2 years of industry experience. Kiely works at Prostatis Financial Advisors Group. The advisor has gained experience at Kings Gentlemen LLC, Laurence Schiffman, Theodore Kuczarski, Michael Mpitsos, Northwestern Mutual Investment Services LLC, Chase Alexander Chaldekas, Purshe Kaplan Sterling Investments, Inc, The Capital Group Investment Advisory Services, LLC and Prostatis Group LLC. Kiely maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland. Prostatis Financial Advisors Group is a registered investment firm based out of Hanover, MD. The firm has offices in seven locations and a total of 12 advisors. It manages $311 million in assets under management between its 3,264 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 3,264 client accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. Prostatis Financial Advisors Group performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules are based on which service is provided. However, fees charged by Prostatis Financial Advisors Group may include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prostatis Financial Advisors Group Brokerage Details
$310,856,247
12
3,264
$95,238
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lawrence Kiely Work History
Lawrence has been registered as a financial advisor for 2 years.*
Prostatis Group LLC
Kings Gentlemen LLC
Purshe Kaplan Sterling Investments, Inc
The Capital Group Investment Advisory Services, LLC
Theodore Kuczarski
Michael Mpitsos
Northwestern Mutual Investment Services LLC
Laurence Schiffman
Chase Alexander Chaldekas
Laurence Schiffman
Northwestern Mutual Investment Services LLC
*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 Lawrence Kiely 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 Prostatis Financial Advisors Group
Hanover, MD
Hanover, MD
Hanover, MD
Hanover, MD
Hanover, MD
Hanover, MD
Melbourne, FL
Baton Rouge, LA
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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