Kelly Pirozzi
Kelly Pirozzi is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jupiter, FL, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1405 N Alternate A1A, Suite 101, Jupiter, FL, 33469
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly works as an associate/employee providing client service for M&P Investment Group since 2014. This takes about half of Kelly's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Painewebber IncorporatedBroker
Vtr Capital, INC.Broker
State Registrations1 state
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