Kelly Ann Kipnis
Investment adviser representative at Raymond James & Associates, Inc.
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$501BFirm assets
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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 feeCommissions
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
18 years in the industry.
- Raymond James & Associates, Inc.May 2024 to now
- Hartford Funds Distributors, LLCNov 2017 to Apr 2024
- Hartford Funds Management Company, LLCNov 2017 to Apr 2024
- Wells Fargo Funds Distributor, LLCJul 2008 to Nov 2017
- Wells Fargo Funds Management, LLCJul 2008 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 3238830
- Firm CRD
- 705