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Amelia Kennedy

2 Years of Experience
Broker

Amelia Kennedy is a registered investment advisor, based in Salt Lake City, UT, with 2 years of industry experience.

Location

505 S Wakara Way, 3rd Floor, Salt Lake City, UT, 84108

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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

Amelia works as a VP Institutional at Wasatch Global Investors LP, focusing on investment management and marketing to institutional investors. This activity takes nearly all of Amelia's time.

Employment History
Current Registrations
Alps Distributors, INC.Broker
July 2025 - Present · 9 mos
Wasatch Advisors LP
September 2023 - Present · 2 yrs 7 mos
State Registrations1 state
UT
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.
Amelia Kennedy - Financial Advisor | TrueAdvisor