Kellen Patrick Thayer

Employer firm

Advisor.cOm CRD 318823

$127M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• INVESTMENT ADVISER REFERRAL SERVICE

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

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

Current Employers

Employment History

• 07/2017 → 02/2019
  Goldman Sachs & Co. Llc
  Washington, D.C., DC
• 08/2015 → 04/2017
  University Of Pittsburgh - Pen
  Pittsburgh, PA
• 08/2019 → Present
  Raymond James & Associates, Inc.
  Charleston, SC
• 03/2019 → 07/2019
  Unemployed
  Washington, DC

Previous Registrations

• 2019-08-15 → 2022-05-09
  Raymond James & Associates, Inc.
  Charleston, SC

Exams

• S66 Uniform Combined State Law Examination
  2017-09-21

Other Names

• Kellen Patrick Thayer
• Kellen P Thayer