Kelly Kimball
Investment adviser representative at Wilmington Trust Investment Advisors, Inc.
33 yearsExperience
1 stateRegistered in
$17.8BFirm assets
30 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
33 years in the industry.
- Wilmington Trust Investment Advisors, Inc.Sep 2024 to now
- People's United Advisors, Inc.Nov 2018 to now
- People's United Bank, N.A.Nov 2015 to now
- TD Bank N.A.Aug 1993 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MD).
Wilmington Trust Investment Advisors, Inc.
$17.8BAssets managed
155Clients
17Advisers
30 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
- 7049308
- Firm CRD
- 106909