Kelly Livesey Doherty
Investment adviser representative at Market Street Wealth Management
14 yearsExperience
1 stateRegistered in
$837MFirm 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
14 years in the industry.
- USA Financial Securities CorporationAug 2012 to now
- Market Street Wealth ManagementMay 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
Market Street Wealth Management
Legal name: Market Street Wealth Management, LLC
$837MAssets managed
1,052Clients
12Advisers
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
- 5155742
- Firm CRD
- 155157