Kathleen Alaina Kelly
Investment adviser representative at Mma Asset Management LLC
21 yearsExperience
6 statesRegistered in
$787.8MFirm assets
15 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Mma Asset Management LLCApr 2023 to now
- Mma Securities LLCApr 2023 to now
- Marsh Mclennan AgencyJan 2021 to now
- LPL Financial LLC (fka Linsco Private Ledger)May 2005 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 6 states (MI, NC, PA, SC, TX, VA).
Mma Asset Management LLC
$787.8MAssets managed
301Clients
20Advisers
15 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
- 2642776
- Firm CRD
- 155426