Kelli Mcginnis
Kelli Mcginnis is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Sewickley, PA, with 10 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
1605 Carmody Court, Suite 400, Sewickley, PA, 15143
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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.
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Kelli works as a registered field assistant at Kindred Wealth Partners, dedicating full-time hours to assisting financial advisors and clients. She also owns a jewelry shop on Etsy called Bohemian Saltlife, spending about 10-20% of her time on this hobby.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
PNC Capital Markets LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
State Registrations1 state
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.