Kelly Ann Feldmann

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 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

• 07/2016 → 03/2018
  Donnelly Wealth Advisors, Inc.
  San Diego, CA
• 03/2018 → 03/2023
  Dowling & Yahnke, Llc
  San Diego, CA
• 09/2022 → Present
  Corient
  San Diego, CA
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto

Previous Registrations

• 2018-04-30 → 2023-03-31
  Dowling & Yahnke, Llc
  San Diego, CA
• 2016-09-02 → 2018-03-16
  Donnelly Wealth Advisors, Inc.
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-02

Designations

• Certified Financial Planner

Other Names

• Kelly Ann Trafton