Stephanie
Kelm
Rise Advisors, LLC
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About this Advisor
Stephanie Kelm is a financial advisor based out of Rochester, New York, with 1 year of industry experience. Kelm works at Rise Advisors, LLC. The advisor has gained experience at Northlanding Financial Partners, LLC, Rise Advisors, LLC and Mutual Securities, Inc. Kelm holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in New York and Texas. Rise Advisors, LLC is a business based out of Rochester, NY. It oversees $200 million in assets under management between its 1,124 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,124 client accounts, 35% are held by high-net-worth investors who have at least $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fee types billed by Rise Advisors, LLC can consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rise Advisors, LLC Brokerage Details
$199,982,817
7
1,124
$177,921
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Stephanie Kelm Work History
Stephanie has been registered as a financial advisor for 1 years.*
Mutual Securities, Inc
Rise Advisors, LLC
Northlanding Financial Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephanie Kelm 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 Rise Advisors, LLC
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
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