Kelly Olczak (CRD# 5039125) is an Investment Advisor Representative working at Lynnleigh & Company, LLC in Pittsford, NY and has over 18 years of experience in the finance industry. Kelly Olczak 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# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lynnleigh & Company, LLC | Pittsford, NY | May 2018 - Current | 5 |
| Lpl Financial, LLC | Pittsford, NY | May 2016 - May 2018 | 2 |
| Cornerstone Wealth Management, LLC | Pittsford, NY | May 2016 - May 2018 | 2 |
| Edward Jones | St Louis, MO | Sep 2005 - May 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
- NY
- TX
-
Total Assets Under Management112MILLIONS
-
Total Number of Accounts797ACCOUNTS
-
Average Account Value$140,926
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, NC, NY, TX
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