Kelly Gallagher Pettit
Investment adviser representative at Wealthspire Retirement Advisory
14 yearsExperience
2 statesRegistered in
$38.6BFirm assets
20 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 fee
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.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Nfp Retirement, Inc.Apr 2023 to Oct 2025
- Kestra Advisory Services, LLCApr 2018 to Mar 2023
- Kestra Investment Services, LLCApr 2018 to Mar 2023
- N/aJan 2018 to Apr 2018
- Ameriprise Financial Services, Inc.Jan 2017 to Jan 2018
- Raymond James Financial Services Advisors Inc.Apr 2012 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 5711904
- Firm CRD
- 121254