Kelly KruzickCRD 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.
Fried Asset Management, Inc.
Bridge Advisory LLC
|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|
Total Assets Under Management718MILLIONS
Total Number of Accounts5,368ACCOUNTS
Average Account Value$133,756
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, HI, MA, NV, OR, TX, UT, WA
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