Bryan Kelly (CRD# 4492741) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Chattanooga, TN and has over 22 years of experience in the finance industry. Bryan Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5426975
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Global Advisory, LLC | Chattanooga, TN | Mar 2024 - Current | < 1 |
| Steward Partners Investment Solutions, LLC | Chattanooga, TN | Mar 2024 - Current | < 1 |
| Steward Partners Investment Advisory, LLC | Chattanooga, TN | Mar 2024 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Chattanooga, TN | Oct 2018 - Mar 2024 | 5 |
| Raymond James Financial Services, Inc. | Chattanooga, TN | Oct 2018 - Mar 2024 | 5 |
| Ameriprise Financial Services, Inc. | Chattanooga, TN | Aug 2009 - Oct 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
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