Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Kelsey Thomas, financial advisor Woodland Hills CA
88 score

Kelsey Thomas

CRD Number: 6385835
Current Firm: Steel Peak Wealth Management, LLC

Kelsey Thomas (CRD# 6385835) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Steel Peak Wealth Management, LLC Woodland Hills, CA Aug 2014 - Current 2
Bandito's Tex-mex Cantina Dallas, TX Jul 2013 - Jul 2014 1
Southern Methodist University Dallas, TX Aug 2010 - May 2014 3
Southern Methodist University Dallas, TX Sep 2012 - May 2013 < 1
J. Mclaughlin Nashville, TN Dec 2012 - Jan 2013 < 1
University Tees Dallas, TX Mar 2011 - Dec 2011 < 1
Ensworth School Nashville, TN Aug 2004 - May 2010 5
Wildwood Oak Fired Grill Nashville, TN Mar 2008 - Mar 2009 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Kelsey E. Thomas
Phone Number: (818) 835-8720
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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