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Barton Wall Weisenfluh

Kelleher Financial Advisors, LLC

Portland, ME

New York, NY

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Current Employers
Kelleher Financial Advisors, Llc

100 Wall Street Suite 1501, New York, NY 10005 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-26
NJ RA APPROVED 2026-03-19
VT RA APPROVED 2026-01-07
CA RA APPROVED 2026-01-05
CO RA APPROVED 2026-01-05
MD RA APPROVED 2026-01-05
MT RA APPROVED 2026-01-05
NH RA APPROVED 2026-01-05
WA RA APPROVED 2026-01-05
NY RA APPROVED 2022-10-31
FL RA APPROVED 2021-09-08
ME RA APPROVED 2017-10-13
TX RA APPROVED 2017-10-13
  • MA RA
    APPROVED
    Since 2026-03-26
  • NJ RA
    APPROVED
    Since 2026-03-19
  • VT RA
    APPROVED
    Since 2026-01-07
  • CA RA
    APPROVED
    Since 2026-01-05
  • CO RA
    APPROVED
    Since 2026-01-05
  • MD RA
    APPROVED
    Since 2026-01-05
  • MT RA
    APPROVED
    Since 2026-01-05
  • NH RA
    APPROVED
    Since 2026-01-05
  • WA RA
    APPROVED
    Since 2026-01-05
  • NY RA
    APPROVED
    Since 2022-10-31
  • FL RA
    APPROVED
    Since 2021-09-08
  • ME RA
    APPROVED
    Since 2017-10-13
  • TX RA
    APPROVED
    Since 2017-10-13

Branch Locations

2 Union Street, Suite 401, Portland, ME 04101 • United States

100 Wall Street Suite 1501, New York, NY 10005 • 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
Hartland & Co Portland ME 01/2015 09/2017
Wall Street Access Asset Management New York NY 10/2017 Present
  • 01/2015 → 09/2017
    Hartland & Co
    Portland, ME
  • 10/2017 → Present
    Wall Street Access Asset Management
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-25
S63 Uniform Securities Agent State Law Examination 1996-06-14
  • S65 Uniform Investment Adviser Law Examination
    1997-07-25
  • S63 Uniform Securities Agent State Law Examination
    1996-06-14
Designations

View on SEC IAPD

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JOHN MARSHALL PIPER
HELEN ELIZABETH ANDREOLI
WYATT ANDREOLI
STEPHEN DANIEL POULOS
JOSEPH WILLIAM POWERS
LISA SUSAN DEMERS

Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME

More in Portland, ME

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