Kerry A Kelly
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
13 yearsExperience
1 stateRegistered in
$197.5BFirm assets
51 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 assetsFixed 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
13 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedOct 2020 to now
- N/aApr 2020 to Oct 2020
- Babb IncJan 2020 to Apr 2020
- N/aAug 2019 to Jan 2020
- Private Client ServicesAug 2018 to Aug 2019
- Fragasso Financial AdvisorsMay 2017 to Aug 2019
- LPL Financial LLCMay 2017 to Aug 2018
- Waynesburg UniversityMar 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
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
- 4083147
- Firm CRD
- 793