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

Michael Robert Pirolli

The Kelly Groupindependent RIABel Air, MdIA-onlyIAPD 6999179

Feed of 09/14/2026

Also filed as Michael R. Pirolli

At current firm

1 y

since Apr 25, 2025

In the industry

12 y

since Aug 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

The Kelly Group independent RIA current
since Apr 25, 2025 · Bel Air, Md
Chesapeake Financial Advisors independent RIA
May 10, 2023 to Mar 4, 2025 · Towson, Md
Wms Partners, LLC former
Jun 1, 2022 to Apr 24, 2023 · Towson, Md
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 2, 2019 to May 13, 2022 · Baltimore, Md

Moves

a registration end followed by a registration begin elsewhere

Chesapeake Financial Advisors to The Kelly Group
left Mar 4, 2025, registered Apr 25, 2025 (52 days) · RIA to RIA
Wms Partners, LLC to Chesapeake Financial Advisors
left Apr 24, 2023, registered May 10, 2023 (16 days) · RIA to RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wms Partners, LLC
left May 13, 2022, registered Jun 1, 2022 (19 days) · Wirehouse to independent RIA

Signals

Michael Robert Pirolli left Chesapeake Financial Advisors for The Kelly Group (registered 2025-04-25)
Mar 4, 2025 · Advisor changed firm · fact
Michael Robert Pirolli left Wms Partners, Llc for Chesapeake Financial Advisors (registered 2023-05-10)
Apr 24, 2023 · Advisor changed firm · fact
Michael Robert Pirolli left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wms Partners, Llc (registered 2022-06-01)
May 13, 2022 · Advisor changed firm · fact

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: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address