Kelley Ann Donovan
Investment adviser representative at Richmond Investment Services LLC
11 yearsExperience
2 statesRegistered in
$453.2MFirm assets
2 yearsFirm 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 assetsHourlyFixed 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
11 years in the industry.
- Richmond Investment Services LLCMar 2024 to now
- Richmond InvestmentsDec 2017 to now
- LPL Financial, LLCAug 2016 to now
- Global Retirement Partners, LLCAug 2016 to Dec 2017
- Isg AdvisorsSep 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Richmond Investment Services LLC
$453.2MAssets managed
890Clients
14Advisers
2 yearsIn 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
- 2399378
- Firm CRD
- 327451