Kathleen Quinlan Fay

Employer firm

Pine Valley Investments CRD 173995

$2.67B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 09/2004 → 05/2020
  Girard Partners Ltd
  King Of Prussia, PA
• 06/2020 → Present
  Pine Valley Investments
  Cherry Hill, NJ
• 06/2020 → Present
  Pine Valley Investments
  Cherry Hill, NJ

Previous Registrations

• 2011-05-20 → 2020-06-01
  Girard Advisory Services, Llc
  King Of Prussia, PA
• 2014-07-24 → 2015-03-27
  Girard Investment Services, Llc
  King Of Prussia, PA
  Souderton, PA
  King Of Prussia, PA
• 2005-03-08 → 2010-12-08
  Girard Advisory Services, Llc
  King Of Prussia, PA
  King Of Prussia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-07
• S63 Uniform Securities Agent State Law Examination
  1999-09-09

Designations

• Certified Financial Planner

Other Names

• Kathleen Quinlan Kelly
• Kathleen Quinlan Kelly