DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Daniel Michael Kelly
Feed of 09/14/2026
Also filed as Dan Kelly
At current firm
19 y
since Nov 17, 2006
In the industry
36 y
since Jul 9, 1990 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Navesink Advisors LLC state registered currentsince Nov 17, 2006 · Lincroft, Nj
- Proponent Asset Advisors, LLC unclassifiedJun 14, 2011 to Oct 18, 2011 · Shrewsbury, Nj
- Fintegra, LLC formerOct 27, 2009 to Apr 16, 2010 · Minneapolis, Mn
- Concord Equity Group Advisors, LLC formerMar 9, 2009 to Aug 31, 2009 · Matawan, Nj
- Concord Equity Group Advisors, LLC formerMay 4, 2007 to Mar 6, 2009 · Matawan, Nj
- The Concord Equity Group, LLC unclassifiedNov 28, 2005 to Oct 23, 2006 · Iselin, Nj
- Cincinnati Analysts, Inc formerJan 2, 2004 to Dec 2, 2005 · Tinton Falls, Nj
Moves
a registration end followed by a registration begin elsewhere
- Proponent Asset Advisors, LLC to no registered destinationleft Oct 18, 2011 · Departure, no registered destination
- Fintegra, LLC to Proponent Asset Advisors, LLCleft Apr 16, 2010, registered Jun 14, 2011 (424 days) · Other
- Concord Equity Group Advisors, LLC to Fintegra, LLCleft Aug 31, 2009, registered Oct 27, 2009 (57 days) · Other
- The Concord Equity Group, LLC to Navesink Advisors LLCleft Oct 23, 2006, registered Nov 17, 2006 (25 days) · Other
- Cincinnati Analysts, Inc to The Concord Equity Group, LLCleft Dec 2, 2005, registered Nov 28, 2005 (-4 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address