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2016-11-22T00:00:00.000Z

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Craig P. Kelley

HQ Phone: (858) 350-1010

Email: c***@***.com

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Kelley Investments

2175 El Amigo Road

Del Mar, California 92014

United States

Company Description

Kelley Investments offers the expertise and accessibility of a local firm with the services, resources and security of one of the world's largest institutional custodians. We are currently using National Financial Services (NFS), a Fidelity Investments ... more

Find other employees at this company (2)

Background Information

Education

BS

Economics

University of Pittsburgh

BS

Economics

University of Pittsburgh CGS

BS

Finance

Arizona State University

BS

Finance

Arizona State University's W.P. Carey School of Business

Web References (18 Total References)


About - Kelley Investments

www.kelleyinvestments.com [cached]

That's where having Craig by your side comes in. He remains calm and focused on the long-term, immune to industry bubbles and media hype.

...
Craig Kelley is a Registered Investment Advisor and the owner of Kelley Investments.
...
Craig understands the power of psychology and gets to know his investors. He takes time to understand their risk tolerance and their financial needs now and in the future. Combining his understanding of his investor's personality and the economy he fine-tunes their portfolio so it matches their goals and risk profile.
If you're the type of investor who actively trades, or is looking to get rich quick, you probably won't invest with Craig. But if you're someone who appreciates a good value, wants to own solid well-researched investments to plan for your future, Craig is your man.
Consistent appreciation with no huge losses is his investment strategy and his philosophy in life.
Married for over twenty-five years with a son in business school and a daughter working in San Francisco, Craig believes in discipline, moderation, hard work, and values.
This may sound old fashioned, but it's the way that he's made his clients money in the past and the way he's avoided big losses in the recent turmoil.
Industry experience.
More than twenty five years starting in 1984. Craig worked as a Private Accounts Manager at Merrill Lynch, PaineWebber and Kidder Peabody prior to starting Kelley Investments in 1996.
Credentials.
A Registered Investment Advisor, Craig also holds a Series 7 General Securities license, a Series 63 State Securities license, and a Series 24 Registered Principal license.
...
Born and raised in Toledo, Ohio, Craig moved to Del Mar, California, in 1984 where he currently lives with his wife Caren, the owner of Equestrian Real Estate (www.equestrianre.com). When he's not managing money, he's likely surfing or running trails.
...
Craig P. Kelley offers investment advisory services through Kelley Investments, a Registered Investment Advisor, and offers securities through Ceros Financial Services, Inc., member FINRA/SIPC/NFA.


Services - Kelley Investments

www.kelleyinvestments.com [cached]

Craig P. Kelley offers investment advisory services through Kelley Investments, a Registered Investment Advisor, and offers securities through Ceros Financial Services, Inc., member FINRA/SIPC/NFA.


Investments Advisors | Kelley Investments | Del Mar, CA

www.kelleyinvestments.com [cached]

Craig Kelley

...
Craig worked as a Private Accounts Manager at Merrill Lynch, PaineWebber and Kidder Peabody prior to starting Kelley Investments in 1996.
Credentials.
A Registered Investment Advisor, Craig also holds a Series 7 General Securities license, a Series 63 State Securities license, and a Series 24 Registered Principal license.
...
Born and raised in Toledo, Ohio, Craig moved to Del Mar, California, in 1984 where he currently lives with his wife and two children.
...
Craig P. Kelley offers investment advisory services through Kelley Investments, a Registered Investment Advisor, and offers securities through Ceros Financial Services, Inc., member FINRA/SIPC/NFA.


About Craig Kelley and Sean O'Hara of Kelley Investments

www.kelleyinvestments.com [cached]

CRAIG KELLEY is a Registered Investment Advisor and the founder of Kelley Investments.

Craig Kelley, Registered Investment Advisor and President of Kelley Investments INDUSTRY EXPERIENCE: More than twenty five years starting in 1984. Craig worked as a Private Accounts Manager at Merrill Lynch, PaineWebber and Kidder Peabody prior to starting Kelley Investments in 1996.
CREDENTIALS: A Registered Investment Advisor, Craig also holds a Series 7 General Securities license, a Series 63 State Securities license, and a Series 24 Registered Principal license.
EDUCATION: Graduated from Arizona State University in 1984 with a BS in Finance.
PERSONAL: Born and raised in Toledo, Ohio, Craig moved to Del Mar, California, in 1984 where he currently lives with his wife and two children.
...
Craig P. Kelley offers investment advisory services through Kelley Investments, a Registered Investment Advisor, and offers securities through Ceros Financial Services, Inc., member FINRA/SIPC.


Craig Kelley, founder, ...

www.kelleyinvestments.com [cached]

Craig Kelley, founder, Kelley Investments, Del Mar, CA 92014Kelley Investments - Del Mar, CAPreserving capitalCraig Kelley, Registered Investment AdvisorHome What We Offer Who We Are Account View Contact Us Disclosures

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