Kerry Kelly
Kerry Kelly is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Pittsburgh, PA, with 21 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
1001 Liberty Avenue, Suite 1100, Pittsburgh, PA, 15222
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kerry is a board member of the Penn State New Kensington Alumni Association, a non-profit that provides scholarships. Kerry spends minimal time aiding in the direction and support of the association.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Private Client Services, LLCBroker
Fragasso Financial Advisors
LPL Financial LLCBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Essex National Securities, LLC
Essex National Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.