About Us

CRAIG KELLEY is a Registered Investment Advisor and the founder of Kelley Investments.

INDUSTRY EXPERIENCE: More than twenty five years starting in 1984. Craig worked as a Private Accounts Manager at Merrill Lynch, PaineWebber and Kidder Peabody prior to starting Kelley Investments in 1996.

CREDENTIALS: A Registered Investment Advisor, Craig also holds a Series 7 General Securities license, a Series 63 State Securities license, and a Series 24 Registered Principal license.

EDUCATION: Graduated from Arizona State University in 1984 with a BS in Finance.

PERSONAL: Born and raised in Toledo, Ohio, Craig moved to Del Mar, California, in 1984 where he currently lives with his wife and two children.

SEAN O’HARA is an Investment Advisor Representative with Kelley Investments.

INDUSTRY EXPERIENCE: More than ten years starting in 1997 in the Private Client Division at Merrill Lynch in Pittsburgh, Pennsylvania. Sean then was associated with LPL Financial Services in San Diego prior to joining Kelley Investments in 2000.

CREDENTIALS: Sean holds a Series 7 General Securities license, a Series 63 State Securities license, a Series 24 Registered Principal license, and a Series 53 Registered Municipal Securities Principal license.

EDUCATION: Graduated from the University of Pittsburgh with a BS in Economics.

PERSONAL: Raised in Pittsburgh, Pennsylvania and has lived in San Diego since 1998.

Past performance is no guarantee of future results, and there is no guarantee that Kelley Investments’ investment decisions will be profitable. Craig P. Kelley offers investment advisory services through Kelley Investments, a Registered Investment Advisor, and offers securities through Ceros Financial Services, Inc., member FINRA/SIPC. Ceros Financial Services is not affiliated with Kelley Investments. This site does not constitute an offer to sell or solicitation of an offer to invest with Kelley Investments in any jurisdiction in which such an offer, solicitation, or investment would be unlawful under the securities laws of such jurisdiction. An investor should consider the investment objectives of Kelley Investments Managed Portfolios Program carefully before investing. An investor can obtain a copy of Kelley Investments Form ADV, Schedule F or Privacy Policy by calling (858)350-1010. An investor should read them carefully before investing.