Kerry Kelly (CRD# 4083147) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pittsburgh, PA and has over 20 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Pittsburgh, PA | Oct 2020 - Current | 3 |
| N/a | Allison Park, PA | Apr 2020 - Oct 2020 | < 1 |
| Babb Inc. | Pittsburgh, PA | Jan 2020 - Apr 2020 | < 1 |
| N/a | Allison Park, PA | Aug 2019 - Jan 2020 | < 1 |
| Private Client Services | Wexford, PA | Aug 2018 - Aug 2019 | 1 |
| Fragasso Financial Advisors | Wexford, PA | May 2017 - Aug 2019 | 2 |
| Lpl Financial LLC | Pittsburgh, PA | May 2017 - Aug 2018 | 1 |
| Waynesburg University | Waynesburg, PA | Mar 2013 - Jun 2017 | 4 |
| Infinex Investments, Inc. | Meriden, CT | Oct 2015 - Sep 2016 | < 1 |
| First Commonwealth Bank | Pittsburgh, PA | Aug 2014 - Sep 2016 | 2 |
| Essex National Securities | Napa, CA | Aug 2014 - Oct 2015 | 1 |
| Morgan Stanley Smith Barney | Butler, PA | Jun 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- PA
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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