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professional profile

Leo Joseph Kelly III, CFP

IAR Hunt Valley, MD CRD 2872188 Last verified October 2026

Overview

Leo Joseph Kelly III is an investment adviser representative based in Hunt Valley, MD, with 27 years in the industry.

Years in the industry
27
States registered
3
Exams passed
1
Current firms
1

Contact

3 business emails and 1 phone number on file

Registrations and licenses

  • Registered in 3 states
  • Series 66

Every state, with registration and license dates

Firms

Employment history since 1999

Book and practice

Firm assets under management on file

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