Melissa Ann Kelly

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2000 → 12/2025
  Raymond James Financial Services, Inc.
  Saint Petersburg, FL
• 07/2009 → 12/2025
  Raymond James Financial Services Advisors Inc.
  Saint Petersburg, FL
• 02/2019 → 12/2025
  Raymond James & Associates, Inc.
  Saint Petersburg, FL
• 02/2026 → Present
  D.A. Davidson & Co.
  Tampa, FL

Previous Registrations

• 2009-08-13 → 2025-12-31
  Raymond James Financial Services Advisors, Inc
  Tampa, FL
  St. Petersburg, FL
• 2005-03-01 → 2009-10-10
  Raymond James Financial Services, Inc.
  Tampa, FL
  Fort Worth, TX
  Beloit, WI
  Union City, TN
  Minneapolis, MN
  Pipestone, MN
  Gettysburg, PA
  Lubbock, TX
  Garretson, SD
  Brady, TX
  Brookings, SD
  Doylestown, PA
  Columbia Heights, MN
  Minneapolis, MN
  Milbank, SD
  Vermillion, SD
  Mt. Juliet, TN
  St Petersburg, FL
  Pine Bluff, AR
  Sugar Creek, MO
  St Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2005-02-01

Other Names

• Melissa Ann Burnette