Kelly Ann Cullen Gentles

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2013 → 07/2018
  Entrust Financial, Llc
  Wayne, PA
• 01/2019 → 04/2019
  Pinnacle Consulting Group
  Irvine, CA
• 06/2019 → 12/2021
  New Market Wealth Management. Llc
  Costa Mesa, CA
• 07/2018 → 01/2019
  Unemployed
  Media, PA
• 12/2021 → Present
  Capfinancial Partners, Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2019-07-12 → 2022-03-28
  New Market Wealth Management, Llc
  Costa Mesa, CA
• 2015-03-26 → 2018-08-02
  Entrust Financial Llc
  Wayne, PA
• 2014-01-03 → 2015-03-13
  Lincoln Investment
  Wayne, PA
• 2010-12-01 → 2011-08-23
  Comprehensive Capital Management, Inc.
  Totowa, NJ

Exams

• S66 Uniform Combined State Law Examination
  2013-12-23
• S65 Uniform Investment Adviser Law Examination
  2010-04-19
• S63 Uniform Securities Agent State Law Examination
  2005-12-23

Designations

• Certified Financial Planner

Other Names

• Kelly Ann Cullen
• Kelly Ann Gentles