Kelly Lynn Cappello
Investment adviser representative at Argo Wealth Advisory, LLC
25 yearsExperience
1 stateRegistered in
$256.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Argo Wealth Advisory, LLCMay 2025 to now
- Raymond James & Associates, Inc.Feb 2001 to May 2025
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (VA).
Argo Wealth Advisory, LLC
$256.2MAssets managed
99Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1639771
- Firm CRD
- 334041