Kelsey ThomasCRD 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.
Fried Asset Management, Inc.
Ira Wealth Management
|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|
Total Assets Under Management465MILLIONS
Total Number of Accounts2,200ACCOUNTS
Average Account Value$211,548
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, FL, NV, TX
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