Daravy
Son

George Mckelvey Co., LLC

CRD#2433250
Investment Advisor
in Manasquan, NJ

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About this Advisor

Daravy Son is a financial advisor based in Manasquan, New Jersey, working with George Mckelvey Co., LLC. Daravy has previously held a position at George Mckelvey Co., Inc. Daravy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Daravy is part of George Mckelvey Co., LLC, which operates out of Manasquan, New Jersey. The firm has 15 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at George Mckelvey Co., LLC includes asset-based and other 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, Others

Office Location

2410 State Highway 34
Manasquan, NJ 08736

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George Mckelvey Co., LLC Brokerage Details

Total Assets Under Management

$1,047,805,019

NJ Average: $10,121,009,343
Total Number of Employees

15

NJ Average: 92
Total Number of Accounts

1,606

NJ Average: 6,978
Average Account Size

$652,432

NJ Average: $1,450,417

Investment Advisory Services

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

Daravy Son Work History

2003 - Present (21 years)

George Mckelvey Co., Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Daravy Son 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 George Mckelvey Co., LLC

Paige Foley
Manasquan, NJ
Kim Trzeciak
Manasquan, NJ
Jessica Baumgartner
Manasquan, NJ
John Alexander
Midlothian, VA
Michael Messinger
Manasquan, NJ
Kimberly Caldwell
Manasquan, NJ
Daravy Son
Manasquan, NJ
Sharon Cooney Jones
Manasquan, NJ

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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