Kevin Emanuel Kelly

Current Employers

Employment History

• 07/2011 → 05/2018
  Morgan Stanley Smith Barney
  Destin, FL
• 01/2015 → 05/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2018 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → 01/2026
  Osaic Wealth, Inc.
  Independence, OH
• 01/2026 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 01/2026 → Present
  Realta Investment Advisors, Inc.
  Wilmington, DE

Previous Registrations

• 2024-08-23 → 2026-01-20
  Osaic Wealth, Inc.
  Independence, OH
• 2018-07-12 → 2024-08-23
  Triad Advisors Llc
  Independence, OH
  Miramar Beach, FL
  Atlanta, GA
  Tampa, FL
• 2011-07-20 → 2018-05-24
  Morgan Stanley
  Destin, FL
• 2011-07-05 → 2011-07-20
  Lpl Financial Llc
  Santa Rosa Beach, FL
• 2006-06-13 → 2011-07-05
  Uvest Financial Services Group, Inc.
  Destin, FL
  Miramar Beach, FL
  Santa Rosa Beach, FL
  Panama City, FL
  Panama City, FL
  Panama City Beach, FL
  Panama City Beach, FL
  Charlotte, NC
  Miramar Beach, FL
  Santa Rosa Beach, FL
• 2004-08-05 → 2006-03-02
  Trustmark Securities, Inc.
  Miramar Beach, FL
• 2001-12-18 → 2004-05-03
  Morgan Stanley Dw Inc.
  Pensacola, FL

Other Businesses

(1) THE WAY ALTERNATIVE INVESTMENT STRATEGIES GROUP; START: 01/2026; INVESTMENT RELATED; THEWAY-AISG.COM; 37903 EUCLID AVENUE WILLOUGHBY, OH 44094; DBA; NO COMPENSATION; BUSINESS DEVELOPMENT AND CLIENT CARE; 200 HOURS PER MONTH 8 DURING NORMAL TRADING HOURS. (2) THE SOCIETY OF ST PIUS X; START: 12/2012; NOT INVESTMENT RELATED; HTTPS://FLORIDA.SSPX.ORG/EN/ST-ANTHONY-MARY-CLARET-CHAPEL-33628; 686 SCENIC GULF DRIVE MIRAMAR BEACH, FL 32550; NO COMPENSATION; COORDINATION OF ACTIVITIES AT A LOCAL CATHOLIC CHAPEL; 20 HOURS PER MONTH NONE DURING NORMAL TRADING HOURS. (3) LEVATE CONSULTING, LLC; START: 05/2018; INVESTMENT RELATED; 81 HIDDEN LAKES CIRCLE MIRAMAR BEACH, FL 32560; OWNER; FLAT FEE; CONSULTANT; 10 HOURS PER MONTH 5 DURING NORMAL TRADING HOURS. (4) FATHOM REALTY, LLC; START: 06/2024; NOT INVESTMENT RELATED; 81 HIDDEN LAKES CIRCLE MIRAMAR BEACH, FL 32560; REALTOR; COMMISSIONS; 5 HOURS PER MONTH NONE DURING NORMAL TRADING HOURS. (5) REALTA INVESTMENT ADVISORS, INC.; START: 01/2026; INVESTMENT RELATED; WWW.REALTAWEALTH.COM; 1201 NORTH ORANGE STREET STE 729 WILMINGTON, DE 19801; REGISTERED ADMIN; INVESTMENT ADVISORY SERVICES; FEES; 10 HOURS PER MONTH DURING NORMAL TRADING HOURS. (6) EMERALD LIGHT GROUP, LLC; START: 5/15/2026; NOT INVESTMENT RELATED; 214 NANCY AVENUE PANAMA CITY BEACH, FL 32413; PARTNER; PROPERTY DEVELOPMENT AND MANAGEMENT; COMPENSATION (OTHER); 5 HOURS PER MONTH DURING NORMAL TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-20

Other Names

• Kevin E Kelly