Kelly Lisa Monroe

Employer firm

Keystone Advisory Group CRD 168574

$67.8M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2004 → Present
  Self Employed Insurance Agent
  Foster City, CA
• 04/1995 → Present
  Self Employed
  Redwood City, CA
• 09/2013 → Present
  Keystone Advisory Group
  Burlingame, CA

Previous Registrations

• 2011-07-07 → 2013-09-06
  Integrity Alliance, Llc.
  Foster City, CA
  Urbandale, IA
  Burlingame, CA
• 2007-09-04 → 2011-07-20
  Grove Point Investments, Llc
  Rockville, MD
  Foster City, CA
• 2007-07-18 → 2007-09-19
  Cetera Advisors Llc
  Greenwood Village, CO
  Foster City, CA
• 2006-07-03 → 2007-07-18
  Legacy Advisory Services, Inc.
  Foster City, CA

Other Businesses

1. Independent Insurance Agent - Sales of Fixed Annuity Insurance Products and Health Insurance Products - 1- 5 hours a month 2. FERS Blueprint - Not investment related - Instructor for Federal employee benefits training on site or virtual at Federal agencies and online prerecorded instructional video program - 20 to 30 hours per month during securities trading hours. 3. Villa-Momo Properties, LLC- Not advisory investment related, Manager, Personal Property Investment - 0 hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-15
• S63 Uniform Securities Agent State Law Examination
  2006-05-12

Other Names

• Kelly Lisa Brennan
• Kelly Lisa Simbirdi