Kellen Patrick Thayer
Investment adviser representative at Advisor.com
11 yearsExperience
2 statesRegistered in
$126.8MFirm assets
2 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Advisor.comDec 2023 to now
- Raymond James & Associates, Inc.Aug 2019 to now
- UnemployedMar 2019 to Jul 2019
- Goldman Sachs & Co. LLCJul 2017 to Feb 2019
- University of Pittsburgh - PenAug 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Advisor.com
Legal name: Advr, Inc
$126.8MAssets managed
426Clients
3Advisers
2 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
- 6668417
- Firm CRD
- 318823