AdFi
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Kevin Scott Kelly

Investment Adviser Representative at Advisors Capital Management, LLC

Fort Lauderdale, FLCRD #5948912Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kevin Scott Kelly is an investment adviser representative with Advisors Capital Management, LLC in Fort Lauderdale, FL, where they have been registered since 2019, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and New Jersey.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, New Jersey

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/7/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 7/18/2011
SIE
Securities Industry Essentials Examination
Passed 5/21/2015
Series 7
General Securities Representative Examination
Passed 7/12/2011

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Advisors Capital Management, LLCCurrent
1/24/2019 – Fort Lauderdale, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Advisors Capital Management, LLC
    Apr 2018 – no end date reportedRidgewood, NJ
  2. Verition Fund Management
    May 2015 – Mar 2018New York, NY

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Advisors Capital Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning and wealth management, including custom portfolio strategies, intergenerational planning, a Family Balance Sheet integrated with the Financial Balance Sheet, and a complimentary no-obligation Second Opinion Survey (S.O.S.) portfolio evaluating service.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementFinancial PlanningIntergenerational PlanningCustom PortfoliosRetirement PlanningValues-based PlanningPortfolio Evaluation

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
60
Offices listed on AdvisorFinder:
16
Main office:
Ridgewood, NJ
SEC file number:
801-62058

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 8, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin Scott Kelly has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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