Kay Ellen Kidwell
Investment adviser representative at Riversedge Advisors
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$928.4MFirm 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
- Pension consulting
Experience
18 years in the industry.
- Riversedge Advisors, LLCApr 2025 to now
- Fidelity InvestmentsMar 2025 to Mar 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2025
- Fidelity Brokerage Services LLCMay 2018 to Mar 2025
- Haverford Trust Securities, Inc.May 2007 to Apr 2018
- The Haverford Trust CompanyMay 2007 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (DE, PA).
Riversedge Advisors
Legal name: Riversedge Advisors, LLC
$928.4MAssets managed
454Clients
11Advisers
8 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
- 5340697
- Firm CRD
- 298390