Chad Edwards Kelley
Investment adviser representative at Alliance Wealth Advisors, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$552MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Alliance Wealth Advisors, LLCApr 2022 to now
- UMA Financial ServicesNov 2018 to Mar 2022
- Dentist AdvisorsSep 2018 to Oct 2018
- UMA Financial ServicesJun 2012 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Alliance Wealth Advisors, LLC
$552MAssets managed
770Clients
12Advisers
5 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
- 6343638
- Firm CRD
- 314668