Melissa Ann Kelly
Investment adviser representative at D.A. Davidson & Co.
26 yearsExperience
1 stateRegistered in
$41.8BFirm assets
32 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
- Seminars and workshops
Experience
26 years in the industry.
- D.A. Davidson & Co.Feb 2026 to now
- Raymond James & Associates, Inc.Feb 2019 to Dec 2025
- Raymond James Financial Services Advisors Inc.Jul 2009 to Dec 2025
- Raymond James Financial Services, Inc.Oct 2000 to Dec 2025
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 2976655
- Firm CRD
- 199