James
Kelin

Arete Wealth Advisors, LLC

CRD#7280643
Investment Advisor
in New York, NY

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About this Advisor

James Kelin is a financial advisor based in New York, New York, working with Arete Wealth Advisors, LLC. James has previously held positions at Lord, Abbett & Co. LLC, Xavier University, Manheim Township School District, Valley Forge Military Academy, Fort Washington Investment Advisors, Inc, Castellini Management Company, Potbelly Sandwich Shop, Eddie Bauer, LLC, Universal Athletic Club, Dragonfly Cafe, LLC, and Golub Capital. James has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, James is part of Arete Wealth Advisors, LLC, which operates out of New York, New York. The firm has 26 offices and 130 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and other services. The fee structure at Arete Wealth Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

200 Park Avenue 25Th Floor
New York, NY 10166

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Arete Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,672,456,687

NY Average: $6,674,516,078
Total Number of Employees

130

NY Average: 44
Total Number of Accounts

5,251

NY Average: 2,564
Average Account Size

$508,942

NY Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

James Kelin Work History

2024 - Present (0 year)

Golub Capital

2020 - Present (4 years)

Lord, Abbett & Co. LLC

2019 - 2019 (< 1 year)

Fort Washington Investment Advisors, Inc

2019 - 2019 (< 1 year)

Potbelly Sandwich Shop

2018 - 2018 (< 1 year)

Castellini Management Company

2017 - 2018 (1 year)

Eddie Bauer, LLC

2017 - 2017 (< 1 year)

Universal Athletic Club

2016 - 2020 (4 years)

Xavier University

2015 - 2016 (1 year)

Valley Forge Military Academy

2015 - 2017 (2 years)

Dragonfly Cafe, LLC

2010 - 2015 (5 years)

Manheim Township School District

Disclosures

Please visit the SEC profile of James Kelin 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 Arete Wealth Advisors, LLC

David Narish
Chicago, IL
Bryson Hamilton
Chicago, IL
Ivan Truss
Chicago, IL
William Borleis
Chicago, IL
Robert Geller
Park Ridge, IL
Kenneth Bonal
Chicago, IL
Daniel Diaz
Los Gatos, CA
Kristen Crouthamel
West Des Moines, IA

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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