Kelsey J. Althouse

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CRD#: 6195172

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kelsey Jordan Althouse, who also goes by Kelsey Jordan Laird, Kelsey Laird, was a registered financial professional .

Kelsey is a previously registered financial professional and started their career in finance in 2014. Kelsey had worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kelsey Jordan Laird | Kelsey Laird

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CRD#: 250

TEMPE, AZ

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".

CRUX WEALTH ADVISORS

CRUX WEALTH ADVISORS | TRITON WEALTH ADVISORS, LLC. | TRITON WEALTH ADVISORS

CRD#: 330731 / SEC#: 801-130283

RIA

Registered Investment Advisory firm - (6/4/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/21/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/8/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/19/2016

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 6/2/2016

General Securities Sales Supervisor - Options Module Examination

Current Firm

CRUX WEALTH ADVISORS

CRUX WEALTH ADVISORS | TRITON WEALTH ADVISORS, LLC. | TRITON WEALTH ADVISORS

CRD#: 330731 / SEC#: 801-130283

RIA

Registered Investment Advisory firm - (6/4/2024 Approved)

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Contact information

Main Address

111 W. Ocean Blvd 4th Floor, Long Beach, CA, 90802

Mailing Address

Phone number

(562) 735-3875

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A AUGUST 2024 (10/10/2025)

Regulatory assets under management

Total Number of Accounts	1,466
AUM (Assets Under Management)	$ 410,242,734

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.

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Advisor Monitoring

Firm Stability Insights

Kelsey J. Althouse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CRUX WEALTH ADVISORS

ARETE WEALTH MANAGEMENT, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

CRUX WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/21/2014

SIE

Date: 10/1/2018

Series 7

Date: 4/8/2014

Series 10

Date: 7/19/2016

Series 9

Date: 6/2/2016

Current Firm

CRUX WEALTH ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRUX WEALTH ADVISORS

TRUST BUT VERIFY

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