Kevin Emanuel Kelly
Investment adviser representative at Realta Investment Advisors, Inc
15 yearsExperience
1 stateRegistered in
$385.4MFirm assets
19 yearsFirm in business
Are you Kevin Emanuel Kelly? Claim your profile
Contact this firm
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
Experience
15 years in the industry.
- Realta Investment Advisors, Inc.Jan 2026 to now
- Realta Equities, Inc.Jan 2026 to now
- Osaic Wealth, Inc.Aug 2024 to Jan 2026
- Triad AdvisorsJun 2018 to Aug 2024
- Morgan Stanley Private Bank, National AssociationJan 2015 to May 2018
- Morgan Stanley Smith BarneyJul 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (FL).
Realta Investment Advisors, Inc
$385.4MAssets managed
1,231Clients
57Advisers
19 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
- 4181673
- Firm CRD
- 134952