Stephanie Barousse Kelly
Investment adviser representative at Adg Wealth Management Group, LLC
10 yearsExperience
1 stateRegistered in
$336.3MFirm assets
11 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
10 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Adg Wealth Management Group, LLCJan 2019 to now
- Triad AdvisorsJan 2019 to Aug 2024
- Gwm Advisors, LLCApr 2016 to Nov 2018
- LPL Financial, LLCApr 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (LA).
Adg Wealth Management Group, LLC
$336.3MAssets managed
569Clients
3Advisers
11 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
- 3072708
- Firm CRD
- 132341