KB
Kelly L. Bouchillon
SOUND VIEW WEALTH ADVISORS GROUP
Savannah, GA 31411
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CRD#: 1999749
KB
Professional summary
Kelly Lee Bouchillon, CFP®, who also goes by Kelly Bouchillon, is a registered financial advisor currently at SOUND VIEW WEALTH ADVISORS GROUP, LLC located in Savannah, Georgia and PURSHE KAPLAN STERLING INVESTMENTS located in Savannah, Georgia.
Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Kelly has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kelly Bouchillon
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Sound View Wealth Advisors Group, LLC DBA Sound View Wealth Advisors. Investment Related. 1 Skidaway Village Walk, Suite 201, Savannah, GA 31411. RIA. Senior Partner. 03/2018. 40 Hrs/Mo; All During Trading Hours. Senior Partner and Financial Advisor. 2. Sound View Wealth Advisors Insurance, LLC. Investment Related. 1 Skidaway Village Walk, Suite 201, Savannah, GA 31411. Fixed Insurance. Senior Partner. 03/2018. 3 Hrs/Mo; All During Trading Hours. Providing Insurance Solutions to High Net Worth Clients. 3. Telfair Museum. Not Investment Related. 207 W. York Street, Savannah GA 31411. Arts Industry. Board Member. Start 1/2018. Board and committee member.
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Lee Bouchillon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
April 3, 2019 - Present
SOUND VIEW WEALTH ADVISORS GROUP, LLC
Office #1: 1 Skidaway Village Walk Suite 201, Savannah, GA 31411RIA
CRD#: 300927
Savannah, GA
Current
March 23, 2018 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 1 Skidaway Village Walk Suite 201, Savannah, GA 31411Office #2: 335 South Walnut Street, Statesboro, GA 30458Office #3: 5 Marianna Way Building 5, Unit 101, Bluffton, SC 29910BD
CRD#: 35747
Savannah, GA
Past
January 11, 2019 - April 3, 2019
SOUND VIEW WEALTH ADVISORS, LLC
RIA
CRD#: 291457
Savannah, GA
Past
March 28, 2018 - December 31, 2018
SOUND VIEW WEALTH ADVISORS, LLC
RIA
CRD#: 291457
Savannah, GA
Past
January 13, 1999 - April 2, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SAVANNAH, GA
Past
October 26, 1989 - April 2, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SAVANNAH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SV
SOUND VIEW WEALTH ADVISORS GROUP, LLC
SOUND VIEW WEALTH ADVISORS GROUP, LLC
CRD#: 300927 / SEC#: 801-114892
RIA
Registered Investment Advisory firm - (3/26/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/12/2023)
RR
California(3/23/2018)
RR
Colorado(3/23/2018)
RR
Connecticut(10/3/2025)
RR
Florida(3/23/2018)
RR
Georgia(3/23/2018)
IAR
Georgia(5/16/2019)
RR
Illinois(10/14/2021)
RR
Indiana(10/12/2023)
RR
Louisiana(10/14/2021)
RR
Maryland(3/23/2018)
RR
Massachusetts(3/23/2018)
RR
Missouri(10/14/2021)
RR
North Carolina(10/12/2023)
IAR
North Carolina(10/24/2023)
RR
Pennsylvania(3/23/2018)
RR
South Carolina(3/23/2018)
IAR
South Carolina(7/19/2023)
RR
Tennessee(1/29/2019)
RR
Texas(3/23/2018)
IAR
Texas(4/3/2019)
RR
Virginia(10/12/2023)
RR
Washington(10/3/2025)
RR
Wisconsin(3/23/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SV
SOUND VIEW WEALTH ADVISORS GROUP, LLC
SOUND VIEW WEALTH ADVISORS GROUP, LLC
CRD#: 300927 / SEC#: 801-114892
RIA
Registered Investment Advisory firm - (3/26/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Skidaway Village Walk Suite 201, Savannah, GA 31411
Mailing Address
Phone number
(912) 239-4630
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,947 |
| AUM (Assets Under Management) | $ 1,937,657,662 |
Red Flags
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Company Information
SOUND VIEW WEALTH ADVISORS GROUP, LLC
CRD#: 300927Savannah, GA 31411TRUST BUT VERIFY
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Contact information
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