Thomas Kelley has been an investment adviser representative at Kinetic Investment Management since May 2021, and is not listed among the firm’s executive officers or direct owners.
Kinetic Investment Management, Inc. is a Los Angeles, CA firm with $451M under management, 1,460 clients and 31 advisers across 20 offices, as of its September 2026 filing.
Thomas Kelley’s longest registration was 5 years at SGL Financial, LLC (2015–2021). Before joining Kinetic Investment Management in 2021, Thomas Kelley was registered through SGL Financial, LLC.
- – present · 5 yearsManchester, NH · Adviser representative · Firm CRD 283034
- SGL Financial, LLC– · 5 yearsManchester, NH · Adviser representative · Firm CRD 158023
Investment adviser representative registrations
Thomas Kelley is registered as an investment adviser representative in New Hampshire, since May 2021.
- New HampshireSince 19 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 November 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Thomas Henry Kelley
- CRD
- 6587158
- Firm
- Kinetic Investment Management · CRD 283034
- Office
- 764 Chestnut Street, 2nd FL, Manchester, NH 03104
- Registration
- Investment adviser registration
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Kelley work?
Thomas Kelley is an investment adviser representative registered through Kinetic Investment Management, Inc. since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Kelley a financial advisor?
Yes. Thomas Kelley has a current investment-adviser registration in New Hampshire, through Kinetic Investment Management since May 2021.
How many years of experience does Thomas Kelley have?
Thomas Kelley has 10 years in the financial industry, since November 2015, across 2 adviser firms.
What exams has Thomas Kelley passed?
Thomas Kelley passed the Series 65 in November 2015.
Where did Thomas Kelley work before Kinetic Investment Management?
Before Kinetic Investment Management, Thomas Kelley was registered through SGL Financial, LLC, November 2015 to May 2021.
Where is Thomas Kelley based?
Thomas Kelley’s registered office is in Manchester, NH.
Is Thomas Kelley registered with FINRA?
No. Thomas Kelley has no current broker registration.
How can I verify Thomas Kelley’s record?
Search CRD 6587158 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Kelley’s full registration record.