Kelly Zanto is a registered investment advisor, based in Malvern, PA, with 19 years of industry experience.
Location
100 Vanguard Blvd, Malvern, PA, 19355
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Vanguard Advisers, INC.
August 2025 - Present · 9 mos
Vanguard Marketing CorporationBroker
August 2025 - Present · 9 mos
Vanguard Marketing Corporation
August 2025 - Present · 9 mos
Previous Registrations
LPL Financial LLC
January 2025 - May 2025 · 4 mos
LPL Financial LLCBroker
January 2025 - May 2025 · 4 mos
Lincoln Financial Advisors Corporation
July 2016 - May 2024 · 7 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
May 2005 - May 2024 · 19 yrs
The Lincoln National Life Insurance CompanyBroker
May 2005 - April 2006 · 11 mos
State Registrations2 states
PATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.