# Daniel Kelly

> Daniel Kelly is a fee-only financial advisor at Navesink Advisors in Lincroft, New Jersey. Navesink Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-kelly/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Navesink Advisors
- **Based in:** Lincroft, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $400K across 1 accounts
- **CRD:** 1927336 (https://adviserinfo.sec.gov/individual/summary/1927336)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (1990), Series 65 (2002)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.panterandkelly.com

## Frequently asked questions

### Is Daniel Kelly a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Navesink Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Navesink Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Daniel Kelly based?

Daniel Kelly is based in Lincroft, New Jersey.

### Is Daniel Kelly registered with the SEC?

Yes. Daniel Kelly is registered as an investment adviser representative in NJ (CRD 1927336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Navesink Advisors manage?

Navesink Advisors reports $400K across 1 accounts in assets under management.

### How do I contact Daniel Kelly?

Through Daniel's website, www.panterandkelly.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1927336): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.