Kelly Christopher Foy
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Wealth, Inc.Apr 2025 to now
- Daniel Wealth ManagementSep 2024 to now
- OsaicFeb 2025 to Aug 2026
- UnemployedApr 2022 to Sep 2024
- Chocolate MooseSep 2021 to Apr 2022
- Unemployed / CovidSep 2019 to Sep 2021
- Unemployed / Foot RehabMay 2019 to Sep 2019
- Vail Resorts / Afton AlpsFeb 2019 to Apr 2019
- Mighty EarthJan 2019 to Feb 2019
- Unemployed / Shoulder RehabMay 2018 to Sep 2018
- Hamline UniversitySep 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7968714
- Firm CRD
- 23131