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Brian James Kelly is a financial_advisor professional located in Cumberland, MD. They specialize in financial advisory. With over 33 years of experience, they bring deep expertise to every client.
Brian James Kelly - &Partners holds an active professional license (FINRA CRD) for your protection.
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Brian James Kelly - &Partners is a financial advisor based in Cumberland, Maryland, with 33 years of industry experience. The firm holds a FINRA CRD registration (License #2201439), which enables the provision of investment advisory and securities services. With more than three decades in the financial services sector, Brian James Kelly brings extensive background to client relationships and portfolio management.
A FINRA CRD registration means the advisor is registered with the Financial Industry Regulatory Authority and maintains a Central Registration Depository record. This registration permits the advisor to offer investment advice and execute securities transactions on behalf of clients. FINRA oversight involves compliance with industry rules, continuing education requirements, and regulatory scrutiny of business practices. The CRD number serves as a public identifier for verifying an advisor's registration status and disciplinary history through FINRA's BrokerCheck system.