Daniel Kelley has been an investment adviser representative at Ellis Investment Partners since March 2012, and is not listed among the firm’s executive officers or direct owners. Daniel Kelley studied at the University of Scranton.
Ellis Investment Partners, LLC is a Berwyn, PA firm with $987M under management, 820 clients and 18 advisers across 2 offices, as of its March 2026 filing.
Daniel J. Kelley is Senior Portfolio Consultant of Ellis Investment Partners, LLC. As a consultant, he helps clients identify their financial, investment and retirement objectives and is experienced in structuring and managing investment portfolios, including risk assessment, asset allocation, security selection, consolidation of assets and performance reporting. He is a member of the firm's Investment Committee and, before joining Ellis as an original team consultant, was associated with Capital Management Services, Inc. and Lincoln Financial Advisors.
Daniel Kelley’s longest registration is the current one, 14 years at Ellis Investment Partners since 2012. Before joining Ellis Investment Partners in 2012, Daniel Kelley was registered through Capital Management Services Inc.
- – present · 14 yearsBerwyn, PA · Adviser representative · Firm CRD 157669
- Capital Management Services Inc– · 10 yearsDowningtown, PA · Adviser representative · Firm CRD 105903
Professional designations
Listed by Ellis Investment Partners
- Certified Fund Specialist (CFS®)
- Certified Senior Advisor (CSA)
Investment adviser representative registrations
Daniel Kelley is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2012; the most recent is Texas, in April 2023.
- PennsylvaniaSince 27 March 2012
- TexasResidentSince 27 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 April 1998 |
| Series 7 | General Securities Representative Examination | 15 July 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 June 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 June 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel Joseph Kelley
- CRD
- 2468949
- Firm
- Ellis Investment Partners · CRD 157669
- Office
- 920 CASSATT ROAD, 200 BERWYN PARK, SUITE 115, Berwyn, PA 19312
- Registration
- Investment adviser registration
- In the industry since
- April 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ellisinvestmentpartners.com
Where does Daniel Kelley work?
Daniel Kelley is an investment adviser representative registered through Ellis Investment Partners, LLC since March 2012, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Kelley a financial advisor?
Yes. Daniel Kelley has a current investment-adviser registration in Pennsylvania and Texas, through Ellis Investment Partners since March 2012.
How many years of experience does Daniel Kelley have?
Daniel Kelley has 25 years in the financial industry, since April 2001, across 2 adviser firms.
What exams has Daniel Kelley passed?
Daniel Kelley has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in June 1994.
Where is Daniel Kelley based?
Daniel Kelley’s registered office is in Berwyn, PA.
Is Daniel Kelley registered with FINRA?
No. Daniel Kelley has no current broker registration.
How can I verify Daniel Kelley’s record?
Search CRD 2468949 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Kelley’s full registration record.
