Kaila Kelleher (CRD# 6434874) is an Investment Advisor Representative working at Long Run Wealth Advisors, LLC in Lake Placid, NY and has over 5 years of experience in the finance industry. Kaila Kelleher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6303129
Ameriprise Financial Services, LLC
CRD# 1743304
Silver Grove Advisory Services
CRD# 5235146
Long Run Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Long Run Wealth Advisors, LLC | Lake Placid, NY | Jan 2021 - Current | 3 |
| Long Run Wealth Advisors, LLC | Lake Placid, NY | Apr 2019 - Current | 5 |
| Raymond James Financial Services, Inc. | Lake Placid, NY | Apr 2019 - Jan 2021 | 1 |
| Raymond James Financial Services Advisors, Inc. | Lake Placid, NY | Apr 2019 - Jan 2021 | 1 |
| The Ayco Company, L.p./mercer Allied | Saratoga Springs, NY | Aug 2014 - Apr 2019 | 4 |
| The Ayco Company, LP | Latham, NY | Mar 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- NY
- TX
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Total Assets Under Management442MILLIONS
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Total Number of Accounts2,033ACCOUNTS
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Average Account Value$217,420
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, LA, NE, NH, NY, TX, VA, VT
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