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Kerry A Kelly

Stifel, Nicolaus & Company, Incorporated

Pittsburgh, PA

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Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-10-12
  • PA RA
    APPROVED
    Since 2020-10-12

Branch Locations

1001 Liberty Avenue Suite 1100, Pittsburgh, PA 15222 • 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
First Commonwealth Bank Pittsburgh PA 08/2014 09/2016
Infinex Investments, Inc. Meriden CT 10/2015 09/2016
Waynesburg University Waynesburg PA 03/2013 06/2017
Lpl Financial Llc Pittsburgh PA 05/2017 08/2018
Fragasso Financial Advisors Wexford PA 05/2017 08/2019
Private Client Services Wexford PA 08/2018 08/2019
Stifel, Nicolaus & Company, Incorporated Pittsburgh PA 10/2020 Present
N/A Allison Park PA 08/2019 01/2020
Babb Inc Pittsburgh PA 01/2020 04/2020
N/A Allison Park PA 04/2020 10/2020
  • 08/2014 → 09/2016
    First Commonwealth Bank
    Pittsburgh, PA
  • 10/2015 → 09/2016
    Infinex Investments, Inc.
    Meriden, CT
  • 03/2013 → 06/2017
    Waynesburg University
    Waynesburg, PA
  • 05/2017 → 08/2018
    Lpl Financial Llc
    Pittsburgh, PA
  • 05/2017 → 08/2019
    Fragasso Financial Advisors
    Wexford, PA
  • 08/2018 → 08/2019
    Private Client Services
    Wexford, PA
  • 10/2020 → Present
    Stifel, Nicolaus & Company, Incorporated
    Pittsburgh, PA
  • 08/2019 → 01/2020
    N/A
    Allison Park, PA
  • 01/2020 → 04/2020
    Babb Inc
    Pittsburgh, PA
  • 04/2020 → 10/2020
    N/A
    Allison Park, PA
Previous Registrations
  • 2017-06-01 → 2020-04-22
    Fragasso Financial Advisors
    Sewickley, PA
  • 2015-10-14 → 2016-09-28
    Osaic Institutions, Inc.
    Cranberry Twp, PA
    Meriden, CT
    Glenshaw, PA
    Mars, PA
    Allison Park, PA
    Wexford, PA
  • 2014-09-05 → 2015-10-16
    Essex National Securities, Llc
    Pittsburgh, PA
    Allison Park, PA
    Cranberry Twp, PA
    Wexford, PA
    Wexford, PA
    Mars, PA
    Glenshaw, PA
  • 2011-02-08 → 2014-09-19
    Morgan Stanley
    Butler, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-25
  • S66 Uniform Combined State Law Examination
    2003-11-25
Other Names
  • Kerry A Kelly

View on SEC IAPD

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Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

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