Kelly Anne Eldridge

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2018 → 10/2019
  Raymond James Financial Services, Inc.
  Greenville, SC
• 12/2008 → 09/2018
  Edward Storer & Associates
  Greenville, SC
• 10/2019 → 06/2020
  Raymond James Financial Services, Inc.
  Greenville, SC
• 06/2020 → 08/2024
  Triad Advisors
  Norcross, GA
• 06/2020 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Greenville, SC

Other Businesses

1)Professional Planning & Wealth,LLC;15 Brendan Way,Suite 215,Greenville,SC 29615;wealth management;registered paraplanner;6/2020;160 hrs/month;6.5 hrs during trading;dba entity

Exams

• S66 Uniform Combined State Law Examination
  2020-05-27

Other Names

• Kelly Anne Willen
• Kelly Anne Hicks