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KP

Kelly G. Pettit

WEALTHSPIRE RETIREMENT ADVISORY
Bethesda, MD 20817
CRD#: 5711904
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KP
Kelly Gallagher PettitWEALTHSPIRE RETIREMENT ADVISORY

Professional summary

Kelly Gallagher Pettit, who also goes by Kelly Gallagher Anderson, Kelly Jeanne Gallagher, is a registered financial advisor currently at WEALTHSPIRE RETIREMENT ADVISORY located in Bethesda, Maryland.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Kelly has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Kelly Gallagher Anderson | Kelly Jeanne Gallagher

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Gallagher Pettit's CRS (Customer Relationship Summary).
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®
None

Experience

Current

April 26, 2023 - Present

WEALTHSPIRE RETIREMENT ADVISORY

Office #1: 6903 Rockledge Dr Ste. 230, Bethesda, MD 20817
RIA
CRD#: 121254
Bethesda, MD
Past

May 30, 2019 - March 28, 2023

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Bethesda, MD
Past

May 30, 2019 - March 28, 2023

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
BETHESDA, MD
Past

January 11, 2017 - January 11, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
FAIRFAX, VA
Past

January 11, 2017 - January 11, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
FAIRFAX, VA
Past

April 30, 2012 - December 31, 2016

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
BETHESDA, MD
Past

February 11, 2011 - December 31, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
BETHESDA, MD

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".
WR
WEALTHSPIRE RETIREMENT ADVISORY
401 (K) ADVISORS | WEALTHSPIRE RETIREMENT, LLC | WEALTHSPIRE RETIREMENT ADVISORY | SST BENEFITS AND CONSULTING SERVICES LLC | NFP RETIREMENT INC. | NFP RETIREMENT | NFP | FIDUCIARYPATH | FIDUCIARY FIRST, LLC | ACCELERATE RETIREMENT | 403(B) ADVISORS | 401(K) INVESTMENT ADVISORS, INC. | 401(K) ADVISORS, INC. | 401(K) ADVISORS INC. | 401 (K) ADVISORS, INC.

CRD#: 121254 / SEC#: 801-66107

RIA
Registered Investment Advisory firm - (1/31/2006 Approved)
California
Registered Investment Advisory firm - (2/9/2006 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Maryland
(4/26/2023)
IAR
Virginia
(4/27/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/29/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/11/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/10/2011
General Securities Representative Examination

Current Firm

WR
WEALTHSPIRE RETIREMENT ADVISORY
401 (K) ADVISORS | WEALTHSPIRE RETIREMENT, LLC | WEALTHSPIRE RETIREMENT ADVISORY | SST BENEFITS AND CONSULTING SERVICES LLC | NFP RETIREMENT INC. | NFP RETIREMENT | NFP | FIDUCIARYPATH | FIDUCIARY FIRST, LLC | ACCELERATE RETIREMENT | 403(B) ADVISORS | 401(K) INVESTMENT ADVISORS, INC. | 401(K) ADVISORS, INC. | 401(K) ADVISORS INC. | 401 (K) ADVISORS, INC.

CRD#: 121254 / SEC#: 801-66107

RIA
Registered Investment Advisory firm - (1/31/2006 Approved)
California
Registered Investment Advisory firm - (2/9/2006 Terminated)
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Contact information

Main Address
120 Vantis Suite 400, Aliso Viejo, CA 92656
Mailing Address
Phone number
(949) 460-9898
Established
Firm type
Fiscal year end
# of Employees
240

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NFP RETIREMENT (12/23/2025)

Regulatory assets under management

Total Number of Accounts9,394
AUM (Assets Under Management)$ 118,031,461,765

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHSPIRE RETIREMENT ADVISORY

CRD#: 121254Bethesda, MD 20817

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