Kailey
Christian

Naples Global Advisors

CRD#7777650
Investment Advisor
in Naples, FL

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About this Advisor

Kailey Christian is a financial advisor based in Naples, Florida, working with Naples Global Advisors. Kailey has previously held positions at the University Of Delaware, Southstate Bank, Landsberg Bennett Private Wealth Management, Naples Global Advisors, and Manatee County School District. Kailey has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Kailey is part of Naples Global Advisors, which operates out of Naples, Florida. The firm has 1 office and 18 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Naples Global Advisors includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

720 5Th Avenue South Ste. 200
Naples, FL 34102

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Naples Global Advisors Brokerage Details

Total Assets Under Management

$1,472,058,453

FL Average: $1,855,561,029
Total Number of Employees

18

FL Average: 62
Total Number of Accounts

1,554

FL Average: 2,474
Average Account Size

$947,271

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Kailey Christian Work History

2023 - Present (1 year)

Naples Global Advisors

2023 - 2023 (< 1 year)

Landsberg Bennett Private Wealth Management

2022 - 2022 (< 1 year)

Southstate Bank

2018 - 2023 (5 years)

University Of Delaware

2004 - 2018 (14 years)

Manatee County School Disrict

Disclosures

Please visit the SEC profile of Kailey Christian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Naples Global Advisors

John Cheesborough
Naples, FL
Austin Herzer
Naples, FL
Grzegorz Debski
Naples, FL
Sara Perkins
Naples, FL
James Davis
Vero Beach, FL
Michael Morris
Naples, FL
David Griffis
Vero Beach, FL
Kerry Geroy
Naples, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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