Kelly WolfeCRD Number: 6400299
Current Firm: Swift Run Capital Management
Kelly Wolfe (CRD# 6400299) is an Investment Advisor Representative working at Swift Run Capital Management in Winchester, VA and has over 2 years of experience in the finance industry.
Planmember Securities Corporation
Lifemark Securities Corp.
Bauserman Financial Services, Inc.
|Swift Run Capital Management, LLC||Charlottesville, VA||Aug 2014 - Current||2|
|Larkspur Services, Inc.||The Plains, VA||Jun 2007 - Aug 2014||7|
|Shenandoah University||Winchester, VA||Jan 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management224MILLIONS
Total Number of Accounts188ACCOUNTS
Average Account Value$1,190,922
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, GA, NY, SD, TX, VA