Kelli-Ann Lanino
Kelli-Ann Lanino is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hampton Bays, NY, with 25 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
332 West Montauk Highway, Suite 4, Hampton Bays, NY, 11946
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelli-Ann is a Certified Divorce Financial Analyst at East End Divorce Planning LLC since 2020, dedicating minimal time to this investment-related activity. She is also the owner of KL Wealth Strategies LLC, where she works as a financial advisor and branch owner, also dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 states
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