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Keely Rae Ford

Wealthspire Advisors

San Rafael, CA

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-24
  • CA RA
    APPROVED
    Since 2025-09-24

Branch Locations

100 Smith Ranch Rd, Ste 300, San Rafael, CA 94903 • 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
Wealthspire Advisors Llc San Rafael CA 08/2025 Present
Wealthspire Advisors Llc San Rafael CA 06/2024 07/2024
Ernest Packaging Solutions Berkeley CA 05/2022 08/2022
My Universe, Llc Pacific Palisades CA 06/2019 09/2019
University Of California, Berkeley Berkeley CA 09/2021 06/2025
Middle/High School Pacific Palisades CA 08/2015 06/2021
  • 08/2025 → Present
    Wealthspire Advisors Llc
    San Rafael, CA
  • 06/2024 → 07/2024
    Wealthspire Advisors Llc
    San Rafael, CA
  • 05/2022 → 08/2022
    Ernest Packaging Solutions
    Berkeley, CA
  • 06/2019 → 09/2019
    My Universe, Llc
    Pacific Palisades, CA
  • 09/2021 → 06/2025
    University Of California, Berkeley
    Berkeley, CA
  • 08/2015 → 06/2021
    Middle/High School
    Pacific Palisades, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-24
  • S65 Uniform Investment Adviser Law Examination
    2025-09-24

View on SEC IAPD

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FIDUCIARY FINANCIAL GROUP, LLC
MORGAN STANLEY
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES

Other Investors

MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann
Alexander Joel Heckmann
Peter Albert Goudy
CATHERINE B CHOI
COLIN Edward Austin WELLS
JEFFREY JAMES WELLS

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

More in San Rafael, CA

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