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This profile was last updated on 1/7/14  and contains information from public web pages and contributions from the ZoomInfo community.

Craig P. Kelley

Wrong Craig P. Kelley?

President

Phone: (858) ***-****  HQ Phone
Email: c***@***.com
Kelley Investments
2175 El Amigo Road
Del Mar, California 92014
United States

Company Description: Kelley Investments manages money with the philosophy that absolute returns are what matter most. Our goal is to preserve and grow capital over the long-term, and...   more
Background

Employment History

Education

  • BS , Finance
    Arizona State University
  • BS , Economics
    University of Pittsburgh
16 Total References
Web References
Investments Advisors | Kelley Investments | Del Mar, CA
www.kelleyinvestments.com, 7 Jan 2014 [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, 6 Dec 2011 [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, 1 Jan 1984 [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.
San Diego Financial Services Guide
financial.uniontrib.com, 11 Aug 2002 [cached]
Craig Kelley, an investment adviser with Kelley Investments in Del Mar, says returns have sunk so low that some retirement plan investors are in denial.
"In 2000, we couldn't live without stocks," he says.
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