Kelly McShane has been an investment adviser representative at M. Kulyk & Associates since September 2026, and is not listed among the firm’s executive officers or direct owners.
M. Kulyk & Associates, LLC is a firm with $840M under management, 549 clients and 12 advisers across 11 offices, as of its July 2026 filing.
- Chicory WealthCurrent– present · under a yearNaperville, IL · Adviser representative · Firm CRD 290887
Investment adviser representative registrations
Kelly McShane is registered as an investment adviser representative in Illinois, since September 2026.
- IllinoisSince 2 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 September 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kelly Ann McShane
- CRD
- 8295747
- Firm
- M. Kulyk & Associates · CRD 290887
- Office
- Naperville, IL
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Kelly McShane work?
Kelly McShane is an investment adviser representative registered through M. Kulyk & Associates, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kelly McShane a financial advisor?
Yes. Kelly McShane has a current investment-adviser registration in Illinois, through M. Kulyk & Associates since September 2026.
How many years of experience does Kelly McShane have?
Kelly McShane has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Kelly McShane passed?
Kelly McShane passed the Series 65 in September 2026.
Where is Kelly McShane based?
Kelly McShane’s registered office is in Naperville, IL.
Is Kelly McShane registered with FINRA?
No. Kelly McShane has no current broker registration.
How can I verify Kelly McShane’s record?
Search CRD 8295747 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly McShane’s full registration record.
