Kelly Kruzick, financial advisor Santa Monica CA

Kelly Kruzick

CRD Number: 1787489
Current Firm: Valley Wealth Strategies, LLC

Kelly Kruzick (CRD# 1787489) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Santa Monica, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Santa Monica, CA Nov 2017 - Current 2
Valley Wealth Strategies, LLC Santa Monica, CA Jun 2017 - Current 2
National Planning Corporation Lake Forest, CA Dec 1998 - Current 21
Lincoln Properties Santa Monica, CA Jan 1988 - Current 32
Self Employed Santa Monica, CA Aug 1987 - Current 32
Zuk & Assoc. Independent Contractor Lake Forest, CA Mar 1987 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Kelly A. Kruzick
Phone Number: (888) 488-8480
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    718
    MILLIONS
  • Total Number of Accounts
    5,368
    ACCOUNTS
  • Average Account Value
    $133,756
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, HI, MA, NV, OR, TX, UT, WA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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