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Daniel Kelley
from Ellis Investment Partners, LLC
Daniel Kelley is a financial advisor based in Pennsylvania, Berwyn,
with 30 years of experience. Daniel currently works for
Ellis Investment Partners, LLC.
Daniel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Kelley works at Ellis Investment Partners, LLC
Ellis Investment Partners, LLC is a financial advisory firm based in Berwyn, Pennsylvania. It currently has approximately $646,353,884 of assets under management and employs about 23 people. Ellis Investment Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, Pennsylvania, 19312
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