Megan
Kelly
Pathstone
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About this Advisor
Megan Kelly is a financial advisor based in Alexandria, Virginia, working with Pathstone. Megan has previously held positions at Bridgewater Wealth & Financial Management, LLC, The Colony Group, LLC, Momentum Financial Planning, Pathstone, Dyson Capital Advisors, Rbc Capital Markets, LLC, and Hergenroeder Financial Advisors. Megan has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Megan is part of Pathstone, which operates out of Alexandria, Virginia. The firm has 18 offices and 408 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Pathstone includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$48,258,140,483
408
25,825
$1,868,660
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Megan Kelly Work History
Pathstone
Pathstone
Momentum Financial Planning
The Colony Group, LLC
Dyson Capital Advisors
Bridgewater Wealth & Financial Management, LLC
Rbc Capital Markets, LLC
Hergenroeder Financial Advisors
Disclosures
Please visit the SEC profile of Megan Kelly 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 Pathstone
Boulder, CO
Boston, MA
Potomac, MD
Englewood, NJ
Boulder, CO
Seattle, WA
Englewood, NJ
Englewood, NJ
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