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RIA / WealthAdvisor36 years in industry

DANIEL MICHAEL KELLY

Advisor at NAVESINK ADVISORS LLC

LINCROFT, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 2, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NAVESINK ADVISORS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 9, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 9, 1990
First registration: Jan 2, 2004
Dual registered: no
Other names: DAN KELLY
IAPD individual key: 1927336

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NAVESINK ADVISORS LLC	State registered	Nov 17, 2006	n/a	yes	LINCROFT, NJ	Current employment
PROPONENT ASSET ADVISORS, LLC	n/a	Jun 14, 2011	Oct 18, 2011	no	SHREWSBURY, NJ	Previous registration
FINTEGRA, LLC	Former SEC adviser	Oct 27, 2009	Apr 16, 2010	no	MINNEAPOLIS, MN\|SHREWSBURY, NJ\|SHREWSBURY, NJ	Previous registration
CONCORD EQUITY GROUP ADVISORS, LLC	Former SEC adviser	Mar 9, 2009	Aug 31, 2009	no	MATAWAN, NJ	Previous registration
CONCORD EQUITY GROUP ADVISORS, LLC	Former SEC adviser	May 4, 2007	Mar 6, 2009	no	MATAWAN, NJ	Previous registration
THE CONCORD EQUITY GROUP, LLC	n/a	Nov 28, 2005	Oct 23, 2006	no	ISELIN, NJ	Previous registration
CINCINNATI ANALYSTS, INC	Former SEC adviser	Jan 2, 2004	Dec 2, 2005	no	TINTON FALLS, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PROPONENT ASSET ADVISORS, LLC	n/a	Oct 18, 2011	n/a	n/a	Departure no registered destination	Departure
FINTEGRA, LLC	PROPONENT ASSET ADVISORS, LLC	Apr 16, 2010	Jun 14, 2011	424	Firm change after gap	Other
CONCORD EQUITY GROUP ADVISORS, LLC	FINTEGRA, LLC	Aug 31, 2009	Oct 27, 2009	57	Firm change	Other
THE CONCORD EQUITY GROUP, LLC	NAVESINK ADVISORS LLC	Oct 23, 2006	Nov 17, 2006	25	Firm change	Other
CINCINNATI ANALYSTS, INC	THE CONCORD EQUITY GROUP, LLC	Dec 2, 2005	Nov 28, 2005	-4	Firm change	Other

Relationships

Registered with (6)

→ NAVESINK ADVISORS LLCRegistered adviserregistration: current employment
Nov 17, 2006 to presentfactForm ADV
→ PROPONENT ASSET ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 14, 2011 to Oct 18, 2011factForm ADV
→ FINTEGRA, LLCRegistered adviserregistration: previous registration
Oct 27, 2009 to Apr 16, 2010factForm ADV
→ CONCORD EQUITY GROUP ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 9, 2009 to Aug 31, 2009factForm ADV
→ THE CONCORD EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Nov 28, 2005 to Oct 23, 2006factForm ADV
→ CINCINNATI ANALYSTS, INCRegistered adviserregistration: previous registration
Jan 2, 2004 to Dec 2, 2005factForm ADV

Dated events

No dated event names this entity yet.