Sean Kelly has been CCO / Investment Advisor Representative of Kelly Wealth Management since November 2023, is a control person of the firm and directly owns under 5% of it. Sean Kelly studied at Michigan State University.
Kelly Wealth Management, Inc. is a Royal Oak, MI firm with $161M under management, 529 clients and 2 advisers in one office, as of its April 2026 filing.
Sean Kelly is Investment Advisor Representative of Kelly Capital Partners. He has experience in client relations and planning. He develops financial strategies that focus on each client's objectives and needs, and designs plans to adapt to clients' evolving circumstances while keeping long-term goals in view. He is the co-host of the Kelly Capital "Retirement Talk" radio show on WMUZ.
Sean Kelly’s longest registration is the current one, 2 years at Kelly Wealth Management since 2023. Before joining Kelly Wealth Management in 2023, Sean Kelly was registered through J. W. Cole Advisors, Inc.
- – present · 2 yearsRoyal Oak, MI · Adviser representative · Firm CRD 328386
- J. W. Cole Advisors, Inc.– · 1 yearSouthfield, MI · Adviser representative · Firm CRD 112294
Investment adviser representative registrations
Sean Kelly is registered as an investment adviser representative in Michigan, since December 2023.
- MichiganSince 15 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sean Lawrence Kelly
- CRD
- 7623299
- Firm
- Kelly Wealth Management · CRD 328386
- Role
- CCO / Investment Advisor Representative
- Office
- 26676 WOODWARD AVENUE, Royal Oak, MI 48067
- Registration
- Investment adviser registration
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kellycapitalpartners.com
Where does Sean Kelly work?
Sean Kelly has been CCO / Investment Advisor Representative of Kelly Wealth Management, Inc. since November 2023, and is a control person of the firm.
Is Sean Kelly a financial advisor?
Yes. Sean Kelly has a current investment-adviser registration in Michigan, through Kelly Wealth Management since December 2023.
How many years of experience does Sean Kelly have?
Sean Kelly has 4 years in the financial industry, since September 2022, across 2 adviser firms.
What exams has Sean Kelly passed?
Sean Kelly passed the Series 65 in August 2022.
Where is Sean Kelly based?
Sean Kelly’s registered office is in Royal Oak, MI.
Is Sean Kelly registered with FINRA?
No. Sean Kelly has no current broker registration.
How can I verify Sean Kelly’s record?
Search CRD 7623299 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sean Kelly’s full registration record.
