Lisa Ann Kelly
Investment adviser representative at Federmann Financial Advisors Inc.
20 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$108.2MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Lisa A. Kelly CpaJan 2011 to now
- Federmann Financial Advisors Inc.Jan 2006 to now
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NY).
Federmann Financial Advisors Inc.
$108.2MAssets managed
58Clients
3Advisers
16 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
- 5110571
- Firm CRD
- 129975