Emily Elizabeth Kelly
Investment adviser representative at SFG Wealth Advisors, LLC
16 yearsExperience
1 stateRegistered in
$187.7MFirm assets
5 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
Experience
16 years in the industry.
- SFG Wealth Advisors, LLCJan 2020 to now
- Snyder Financial Group LLCJun 2018 to now
- StudentSep 2010 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
SFG Wealth Advisors, LLC
$187.7MAssets managed
251Clients
4Advisers
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
- 6976908
- Firm CRD
- 307368