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Colt Mckelvey

5 Years of Experience
Johnstown, PA
Broker

Colt Mckelvey is a registered investment advisor, based in Johnstown, PA, with 5 years of industry experience.

Location

227 Franklin Street Ste 302, Johnstown, PA, 15901

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History

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.

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Other Business Activities

Colt owns McKelvey Law Offices, LLC, a law practice, since 2020, and two real estate companies, Noah's Igloo, LLC (since 2022) and Romaknox, LLC (since 2023). He also works as a financial professional for Centennial Financial Group LLC, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Wealth Services, LLCBroker
March 2024 - Present · 2 yrs 4 mos
Previous Registrations
LPL Financial LLC
January 2021 - February 2024 · 3 yrs 1 mo
LPL Financial LLCBroker
December 2020 - February 2024 · 3 yrs 2 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Colt Mckelvey - Financial Advisor | TrueAdvisor