Kellie M. Hall
Professional summary
Kellie M. Hall, who also goes by Kellie Marie Symons, is a registered financial advisor currently at BILTMORE FAMILY OFFICE, LLC located in Orlando, Florida.
Kellie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kellie has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kellie M. Hall's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 22, 2015 - Present
BILTMORE FAMILY OFFICE, LLC
Office #1: 1000 Legion Place, Suite 1250, Orlando, FL 32801April 10, 2012 - January 7, 2015
GFO ADVISORY SERVICES, LLC
Primary Firm SEC Registration
BILTMORE FAMILY OFFICE, LLC
CRD#: 167174 / SEC#: 801-78011
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/2/2015)
(6/22/2015)
Current Firm
BILTMORE FAMILY OFFICE, LLC
CRD#: 167174 / SEC#: 801-78011
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 951 |
| AUM (Assets Under Management) | $ 3,164,134,924 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 04/29/2025 | ||
| 04/12/2024 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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