Ryan
Kelly
Yeske Buie Inc
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About this Advisor
Ryan Kelly is a certified financial planner operating out of Vienna, Virginia who has 2 years of relevant experience. Kelly is an employee of Yeske Buie Inc. During their career, the advisor has held roles at Yeske Buie Inc, Signature Fd, Lakeshore Learning Materials, University Of Georgia, Chick Fil-A, Dunkin' Donuts LLC, Full Time Student and University Of Texas At Austin. Kelly can advise clients in California. Yeske Buie Inc is an advisory firm that has its headquarters in Vienna, VA. It has a total of 12 employees. It administers $768 million in assets under management among its 1,445 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 1,445 client accounts, 44% belong to high-net-worth individuals who have at least $1 million in assets. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually vary depending on which services are offered. However, fee types charged by Yeske Buie Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Yeske Buie Inc Brokerage Details
$767,664,432
12
1,445
$531,256
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ryan Kelly Work History
Ryan has been registered as a financial advisor for 2 years.*
Yeske Buie Inc
Signature Fd
University Of Georgia
Lakeshore Learning Materials
Chick Fil-A
Dunkin' Donuts LLC
University Of Texas At Austin
Full Time Student
*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 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
San Francisco, CA
San Francisco, CA
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
San Francisco, CA
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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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.
