About | Free Trial

Last Update

2016-05-05T00:00:00.000Z

This profile was last updated on // .

Is this you? Claim your profile.

Background Information

Employment History

Private Accounts Manager
Kidder Peabody

Private Accounts Manager
Merrill Lynch & Co. Inc

Affiliations

Founder
Kelley Investments

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 (21 Total References)


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.


Kelley Investments : Global Asset Management Since 1984

www.kelleyinvestments.com [cached]

CRAIG KELLEY

Craig Kelley is a Registered Investment Advisor and the Principal and Chief Investment Officer of Kelley Investments.Kelley Investments is a boutique Asset Management firm that provides innovative solutions to individuals seeking a sensible, secure and reliable approach to managing their "core" assets.
Craig has over twenty years experience in the investment industry working as a Wealth Manager and Institutional Fixed Income salesman at Merrill Lynch, PaineWebber and Kidder Peabody prior to starting his own investment firm in 1996.
He holds a Series 7 general securities license and is also a Registered Principal.He offers securities through Rydex Financial Services (RFS), a division of Rydex Distributors, Inc.Rockville MD, member NASD and SIPC.
Craig was born and raised in Toledo, Ohio and graduated from Arizona State University with a BS in Finance in 1984.Craig moved to San Diego in 1984 to begin his investment career and lives in Del Mar with his wife and two children.


PREMIUM FUNDING GROUP -- References

www.premiumfunding.com [cached]

Craig Kelley |Kelley Investments 2175 El Amigo Rd., Del Mar, CA 92014 ph. 858.350.1010 |email: ckelley@kellyinvestments.com


Home - 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.

Similar Profiles

Other People with this Name

Other people with the name Kelley

John Kelley
Kelley-Dalton Incorporated

Morgan Kelley
Alta Forest Products LLC

Mark Kelley
St. Joseph Mercy Hospital

Vince Kelley
Scottsbluff Public Library

Kimberly Kelley
Unyeway Inc

Browse ZoomInfo's Business Contact Directory by City

Browse ZoomInfo's
Business People Directory

Browse ZoomInfo's
Advanced Company Directory