Justin Kelly has been an investment adviser representative at Compass Financial Management since May 2025, and is not listed among the firm’s executive officers or direct owners.
Compass Financial Management LLC is a Tampa, FL firm with $894M under management, 2,228 clients and 31 advisers across 37 offices, as of its May 2026 filing.
Justin Kelly’s longest registration is the current one, 1 year at Compass Financial Management since 2025. Before joining Compass Financial Management in 2025, Justin Kelly was registered through Equitable Advisors, LLC.
- – present · 1 yearSt. Petersburg, FL · Adviser representative · Firm CRD 156345
- Equitable Advisors, LLC– · under a yearNew York, NY · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Justin Kelly is registered as an investment adviser representative in Florida, since May 2025.
- FloridaSince 14 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 March 2025 |
| Series 7TO | General Securities Representative Examination | 7 March 2025 |
| SIE | Securities Industry Essentials Examination | 16 May 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7973971
- Firm
- Compass Financial Management · CRD 156345
- Office
- St. Petersburg, FL
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Justin Kelly work?
Justin Kelly is an investment adviser representative registered through Compass Financial Management LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Justin Kelly a financial advisor?
Yes. Justin Kelly has a current investment-adviser registration in Florida, through Compass Financial Management since May 2025.
How many years of experience does Justin Kelly have?
Justin Kelly has 1 year in the financial industry, since March 2025, across 2 adviser firms.
What exams has Justin Kelly passed?
Justin Kelly has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2024.
Where did Justin Kelly work before Compass Financial Management?
Before Compass Financial Management, Justin Kelly was registered through Equitable Advisors, LLC, March 2025 to May 2025.
Where is Justin Kelly based?
Justin Kelly’s registered office is in St. Petersburg, FL.
Is Justin Kelly registered with FINRA?
No. Justin Kelly has no current broker registration.
How can I verify Justin Kelly’s record?
Search CRD 7973971 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Kelly’s full registration record.
- Matthew MarkowskiDirector/CCO/Managing Member
- Michael MarkowskiDirector/Managing Member
- Christopher MarkowskiDirector/Managing Member