Kellie Renee Walter

Employer firm

Sc&H Wealth CRD 120666

$1.23B regulatory AUM 32 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2005 → Present
  Sc&H Financial Advisors, Inc.
  Hunt Valley, MD
• 11/2009 → 10/2017
  Triad Advisors, Inc
  Norcross, GA

Other Businesses

SC&H GROUP, INC. // NOT INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SC&H GROUP, A TAX, AUDIT, CONSULTING AND INVESTMENT BANKING FIRM, IS THE PARENT COMPANY OF SC&H FINANCIAL ADVISORS, INC. SC&H GROUP IS THE EMPLOYER, BENEFITS AND PAYROLL PROVIDER FOR ALL SC&H EMPLOYEES. SC&H GROUP ALSO ORGANIZES AND DIRECTS CERTAIN CORPORATE, SOCIAL, COMMUNITY SERVICE AND TRAINING ACTIVITIES IN WHICH ALL SC&H EMPLOYEES MAY PARTICIPATE. // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS // NO SPECIFIC DUTIES FOR SC&H GROUP, INC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-28
• S63 Uniform Securities Agent State Law Examination
  1998-04-08

Other Names

• Kellie Renee Moran