Lawrence
Kiely

Prostatis Financial Advisors Group

CRD#6193166
Investment Advisor
in Hanover, MD

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About this Advisor

Lawrence Kiely is a financial advisor based in Hanover, Maryland, working with Prostatis Financial Advisors Group. Lawrence has previously held positions at Kings Gentlemen LLC, Theodore Kuczarski, Michael Mpitsos, Northwestern Mutual Investment Services LLC, Chase Alexander Chaldekas, Laurence Schiffman, Purshe Kaplan Sterling Investments, Inc, The Capital Group Investment Advisory Services, LLC, and Prostatis Group LLC. Lawrence has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Lawrence is part of Prostatis Financial Advisors Group, which operates out of Hanover, Maryland. The firm has 8 offices and 14 employees. The firm manages assets totaling $405.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Prostatis Financial Advisors Group includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

7580 Buckingham Blvd, Suite 180
Hanover, MD 21076

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Prostatis Financial Advisors Group Brokerage Details

Total Assets Under Management

$405,004,861

MD Average: $6,889,882,315
Total Number of Employees

14

MD Average: 45
Total Number of Accounts

3,887

MD Average: 765
Average Account Size

$104,195

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Lawrence Kiely Work History

2020 - Present (4 years)

Prostatis Group LLC

2013 - Present (11 years)

Kings Gentlemen LLC

2017 - 2020 (3 years)

Purshe Kaplan Sterling Investments, Inc

2017 - 2020 (3 years)

The Capital Group Investment Advisory Services, LLC

2014 - 2015 (1 year)

Theodore Kuczarski

2014 - 2016 (2 years)

Michael Mpitsos

2014 - 2016 (2 years)

Northwestern Mutual Investment Services LLC

2013 - 2014 (1 year)

Chase Alexander Chaldekas

2013 - 2014 (1 year)

Laurence Schiffman

2013 - 2014 (1 year)

Northwestern Mutual Investment Services LLC

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

Michael Mcghee
Rodeo, CA
Robert Pudmericky
Hanover, MD
Luke Mccarty
Melbourne, FL
Brian Canet
Hanover, MD
Samantha Nash
Hanover, MD
Lawrence Kiely
Hanover, MD
Christian Mcpherson
Melbourne, FL
Andrew Ashton
Hanover, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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