Ryan
Kelly

Yeske Buie Inc

CRD#7451300
Investment Advisor
in Vienna, VA

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About this Advisor

Ryan Kelly is a financial advisor based in Vienna, Virginia, working with Yeske Buie Inc. Ryan has previously held positions at Yeske Buie Inc, Signature Fd, Lakeshore Learning Materials, University Of Georgia, Chick Fil-A, Dunkin' Donuts LLC, and University Of Texas At Austin. Ryan is registered to provide services in California and Virginia. Currently, Ryan is part of Yeske Buie Inc, which operates out of Vienna, Virginia. The firm has 1 office and 14 employees. The firm manages assets totaling $873.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Yeske Buie Inc includes asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

301 Maple Avenue West Suite 600
Vienna, VA 22180

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Yeske Buie Inc Brokerage Details

Total Assets Under Management

$873,020,086

VA Average: $1,835,309,194
Total Number of Employees

14

VA Average: 32
Total Number of Accounts

1,449

VA Average: 1,458
Average Account Size

$602,498

VA Average: $1,258,785

Investment Advisory Services

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

Ryan Kelly Work History

2019 - Present (5 years)

Yeske Buie Inc

2018 - 2018 (< 1 year)

Signature Fd

2017 - 2019 (2 years)

University Of Georgia

2016 - 2016 (< 1 year)

Lakeshore Learning Materials

2015 - 2015 (< 1 year)

Chick Fil-A

2014 - 2014 (< 1 year)

Dunkin' Donuts LLC

2014 - 2017 (3 years)

University Of Texas At Austin

Disclosures

Please visit the SEC profile of Ryan 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 Yeske Buie Inc

Ryan Kelly
Vienna, VA
Kacie Fawls
Vienna, VA
Lauren Stansell
San Francisco, CA
Sydney Woodward
San Francisco, CA
Yusuf Abugideiri
Vienna, VA
Elissa Buie
Vienna, VA
David Yeske
San Francisco, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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