Ryan Kelley has been an investment adviser representative at Bell Investment Advisors since May 2019, and is not listed among the firm’s executive officers or direct owners. Ryan Kelley holds a Bachelor's in Business Administration with a concentration in Finance from Sonoma State University.
Bell Investment Advisors Inc is an Orinda, CA firm with $788M under management, 443 clients and 6 advisers in one office, as of its June 2026 filing.
Ryan Kelley is Portfolio Manager of Bell Investment Advisors, responsible for reviewing the firm's investment choices, programs and allocations, and serves on its Investment Committee. Before joining Bell he worked in institutional client service and business development at an emerging markets asset manager and as a portfolio manager at a retirement-focused broker-dealer.
Ryan Kelley’s longest registration is the current one, 7 years at Bell Investment Advisors since 2019. Before joining Bell Investment Advisors in 2019, Ryan Kelley was registered through Waddell & Reed and Planmember Securities Corporation.
- Bell Investment Advisors IncCurrent– present · 7 yearsOrinda, CA · Adviser representative · Firm CRD 108383
- Waddell & Reed– · under a yearSan Mateo, CA · Adviser representative · Firm CRD 866
- Planmember Securities Corporation– · 4 yearsCarpinteria, CA · Adviser representative · Firm CRD 11869
Professional designations
Listed by Bell Investment Advisors
- Chartered Financial Analyst® (CFA®)
Investment adviser representative registrations
Ryan Kelley is registered as an investment adviser representative in California, since May 2019.
- CaliforniaSince 1 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 16 December 2015 |
| Series 7 | General Securities Representative Examination | 23 November 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ryan Elliott Kelley
- CRD
- 5337880
- Firm
- Bell Investment Advisors · CRD 108383
- Office
- 2 THEATRE SQUARE, SUITE 315, Orinda, CA 94563
- Registration
- Investment adviser registration
- In the industry since
- November 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bellinvest.com
Where does Ryan Kelley work?
Ryan Kelley is an investment adviser representative registered through Bell Investment Advisors Inc since May 2019, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Kelley a financial advisor?
Yes. Ryan Kelley has a current investment-adviser registration in California, through Bell Investment Advisors since May 2019.
How many years of experience does Ryan Kelley have?
Ryan Kelley has 14 years in the financial industry, since November 2011, across 3 adviser firms.
What exams has Ryan Kelley passed?
Ryan Kelley has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in August 2007. FINRA credited Ryan Kelley with the SIE, which began in October 2018.
Where did Ryan Kelley work before Bell Investment Advisors?
Before Bell Investment Advisors, Ryan Kelley was registered through Waddell & Reed, November 2015 to September 2016; Planmember Securities Corporation, August 2007 to September 2011.
Where is Ryan Kelley based?
Ryan Kelley’s registered office is in Orinda, CA.
Is Ryan Kelley registered with FINRA?
No. Ryan Kelley has no current broker registration.
Is Ryan Kelley a CFA charterholder?
Bell Investment Advisors lists Ryan Kelley with the CFA credential (“Chartered Financial Analyst® (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Ryan Kelley’s record?
Search CRD 5337880 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Kelley’s full registration record.
