Daniel Kelly
Navesink Advisors · Lincroft, New Jersey
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.
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Facts
| Firm | Navesink Advisors |
|---|---|
| Based in | Lincroft, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $400K across 1 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 1927336 |
| Exams passed | Series 63 (1990) · Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.panterandkelly.com |
How Daniel's firm compares
- Navesink Advisors's average account is about $400,000, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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