Michael Kelly has been an investment adviser representative at Podell Financial Group since May 2023, and is not listed among the firm’s executive officers or direct owners.
Podell Financial Group LLC is a Fairfield, NJ firm with $228M under management, 236 clients and 4 advisers in one office, as of its March 2026 filing.
Michael Kelly’s longest registration was 6 years at Eagle Strategies LLC (2016–2023). Before joining Podell Financial Group in 2023, Michael Kelly was registered through Eagle Strategies LLC.
- Podell Financial Group LLCCurrent– present · 3 yearsFairfield, NJ · Adviser representative · Firm CRD 325383
- Eagle Strategies LLC– · 6 yearsFairfield, NJ · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Michael Kelly is registered as an investment adviser representative in New Jersey, since May 2023.
- New JerseySince 24 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 June 2016 |
| Series 55 | Limited Representative-Equity Trader Exam | 22 June 2002 |
| Series 7 | General Securities Representative Examination | 5 April 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
- Full name
- Michael Joseph Kelly
- CRD
- 4540662
- Firm
- Podell Financial Group · CRD 325383
- Office
- 271 ROUTE 46W, SUITE D105, Fairfield, NJ 07004
- Registration
- Investment adviser registration
- In the industry since
- December 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Kelly work?
Michael Kelly is an investment adviser representative registered through Podell Financial Group LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Michael Kelly a financial advisor?
Yes. Michael Kelly has a current investment-adviser registration in New Jersey, through Podell Financial Group since May 2023.
How many years of experience does Michael Kelly have?
Michael Kelly has 22 years in the financial industry, since December 2003, across 2 adviser firms.
What exams has Michael Kelly passed?
Michael Kelly has passed 3 licensing exams: the Series 7, Series 55 and Series 66. The earliest, the Series 7, was passed in April 2002. FINRA credited Michael Kelly with the SIE, which began in October 2018.
Where is Michael Kelly based?
Michael Kelly’s registered office is in Fairfield, NJ.
Is Michael Kelly registered with FINRA?
No. Michael Kelly has no current broker registration.
How can I verify Michael Kelly’s record?
Search CRD 4540662 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Kelly’s full registration record.