Keely L. Rock

ATLANTA CONSULTING GROUP ADVISORS

Lexington, KY 40508

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CRD#: 6355529

Professional summary

Keely Lynne Rock, who also goes by Keely Lynne Maginnis Ms., Keely Maginnis, Keely Lynne Rock Ms., is a registered financial advisor currently at ATLANTA CONSULTING GROUP ADVISORS, LLC located in Lexington, Kentucky and KINGSWOOD CAPITAL PARTNERS, LLC located in Lexington, Kentucky.

Keely is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Keely has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keely Lynne Maginnis Ms. | Keely Maginnis | Keely Lynne Rock Ms.

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) Atlanta Consulting Group, yes, 5600 Glenridge Dr NE, Atlanta, GA 30342, RIA, Consultant, 6/2/2025, 160hrs, 140hrs, consultant w/RIA. 2)Brewer Private Wealth, yes, 340 S Broadway Ste 100, Lexington, KY 40508, DBA, Consultant, 6/2/25, 160hrs, 140hrs, consultant, DBA for securities business. 3) Great Stave Company, no, 218 Elm St, Versailles, KY 40383, real estate holdings, partner, 5/10/16, 1hr, 2hrs, holding company for a few lots and raw land

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keely Lynne Rock'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

July 1, 2025 - Present

ATLANTA CONSULTING GROUP ADVISORS, LLC

Office #1: 340 South Broadway Ste 100, Lexington, KY 40508

RIA

CRD#: 288169

Lexington, KY

Current

June 10, 2025 - Present

KINGSWOOD CAPITAL PARTNERS, LLC

Office #1: 340 South Broadway Ste 100, Lexington, KY 40508

CRD#: 288898

Lexington, KY

Past

April 15, 2019 - June 3, 2025

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

LEXINGTON, KY

Past

May 13, 2015 - March 23, 2018

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

LEXINGTON, KY

Past

December 10, 2014 - December 17, 2014

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

LEXINGTON, KY

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".

ATLANTA CONSULTING GROUP ADVISORS, LLC

ATLANTA CONSULTING GROUP ADVISORS, LLC | BREWER PRIVATE WEALTH

CRD#: 288169 / SEC#: 801-112054

RIA

Registered Investment Advisory firm - (11/21/2017 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.

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

Georgia
(6/10/2025)

Kentucky
(6/10/2025)

IAR

Kentucky
(7/1/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/18/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/23/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/10/2014

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

ATLANTA CONSULTING GROUP ADVISORS, LLC

ATLANTA CONSULTING GROUP ADVISORS, LLC | BREWER PRIVATE WEALTH

CRD#: 288169 / SEC#: 801-112054

RIA

Registered Investment Advisory firm - (11/21/2017 Approved)

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Contact information

Main Address

5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342

Mailing Address

Phone number

(888) 317-2810

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATLANTA CONSULTING GROUP ADVISORS, LLC - FORM ADV PART 2A - NOVEMBER 2025 (11/13/2025)

Regulatory assets under management

Total Number of Accounts	1,836
AUM (Assets Under Management)	$ 13,586,544,360

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

Keely L. Rock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keely Lynne Rock's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSWOOD CAPITAL PARTNERS, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ATLANTA CONSULTING GROUP ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/18/2015

SIE

Date: 3/23/2018

Series 7

Date: 12/10/2014

FINRA

Nasdaq Stock Market

Current Firm

ATLANTA CONSULTING GROUP ADVISORS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLANTA CONSULTING GROUP ADVISORS, LLC

TRUST BUT VERIFY

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