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Kelly Lynn Trageser

Sea Clear Financial Planning, LLC

Brielle, NJ

CRD 3078771

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Employer firm

Sea Clear Financial Planning, LLC CRD 160133

$67.7M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Sea Clear Financial Planning, Llc

1027 Highway 70 Suite 302, Brielle, NJ 08730 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2012-02-10
  • NJ RA
    APPROVED
    Since 2012-02-10

Branch Locations

1027 Highway 70 Suite 302, Brielle, NJ 08730 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sea Clear Financial Planning, Llc Sea Girt NJ 01/2012 Present
Designations
  • Certified Financial Planner
Other Names
  • Kelly Lynn Mcilwain
  • Kelly Lynn Mcilwain

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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Nearby Investors

JACOB BERGEN RUE
NEIL JEFFREY TENDLER
THOMAS M SCALABRINI

Nearby Offices

SHORE POINT ADVISORS, LLC · BRIELLE, NJ
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Brielle, NJ
CETERA INVESTMENT ADVISERS LLC · BRIELLE, NJ

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