Kelly
Andrews
Venture Visionary Partners LLC
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About this Advisor
Kelly Andrews is a financial advisor based out of Sylvania, Ohio. Andrews is currently employed by Venture Visionary Partners LLC. During their career, the advisor has held roles at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association, Morgan Stanley, Ubs Financial Services Inc and Venture Visionary Partners, LLC. Andrews has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio. Venture Visionary Partners LLC is an advisory company that has its headquarters in Sylvania, OH. It has a total of 35 advisors. It administers $3 billion in assets under management across its 4,844 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 14 charitable organizations. Of its 4,844 accounts, 31% are associated with high-net-worth clients who have more than $1 million in investable assets. Venture Visionary Partners LLC has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules vary depending on which services the firm provides the client. Fees charged by Venture Visionary Partners LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Venture Visionary Partners LLC Brokerage Details
$3,156,585,391
35
4,844
$651,649
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kelly Andrews Work History
Kelly has been registered as a financial advisor for 0 years.*
Venture Visionary Partners, LLC
Ubs Financial Services Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley
Morgan Stanley Smith Barney 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 Kelly Andrews 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 Venture Visionary Partners LLC
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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