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professional profile

Michael Patrick Kelly, CFA, CFP

IAR Portland, OR CRD 4223175 Last verified October 2026

Overview

Michael Patrick Kelly is an investment adviser representative based in Portland, OR, with 26 years in the industry.

Years in the industry
26
States registered
5
Exams passed
1
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 5 states
  • Series 63

Every state, with registration and license dates

Firms

Employment history since 2006

Book and practice

Firm assets under management on file

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