Kaila E. Kelleher

LONG RUN WEALTH ADVISORS

Lake Placid, NY 12946

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CRD#: 6434874

Professional summary

Kaila Elise Kelleher, CFP®, who also goes by Kaila E. Collins, Kaila Elise Collins, is a registered financial advisor currently at LONG RUN WEALTH ADVISORS, LLC located in Lake Placid, New York.

Kaila is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kaila has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kaila E. Collins | Kaila Elise Collins

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) Adirondack Field; Co-owner; Investment Related: No; Description: A Clothing Company. 2) Housing Assistance Program of Essex County, Inc.; Trustee, Board of Trustee's. 3) ADK Film; Board Member; Investment Related: No; PO Box 489 Lake Placid NY 12946; Adirondack Film society; Duties: Board Member; 2023-05-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaila Elise Kelleher'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

March 11, 2021 - Present

LONG RUN WEALTH ADVISORS, LLC

Office #1: 55 Barn Road Suite 206, Lake Placid, NY 12946

RIA

CRD#: 311415

Lake Placid, NY

Past

April 1, 2019 - December 31, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

LAKE PLACID, NY

Past

April 1, 2019 - December 31, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LAKE PLACID, NY

Past

February 16, 2018 - March 25, 2019

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

SARATOGA SPRINGS, NY

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".

LONG RUN WEALTH ADVISORS, LLC

CRD#: 311415 / SEC#: 801-119953

RIA

Registered Investment Advisory firm - (12/9/2020 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.

Highlighted states indicate IAR registrations

IAR

New York
(3/11/2021)

IAR

Texas
(12/13/2022)

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: 3/18/2019

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: 2/16/2018

General Securities Representative Examination

Current Firm

LONG RUN WEALTH ADVISORS, LLC

CRD#: 311415 / SEC#: 801-119953

RIA

Registered Investment Advisory firm - (12/9/2020 Approved)

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Contact information

Main Address

55 Barn Road Suite 206, Lake Placid, NY 12946

Mailing Address

Phone number

(518) 523-8050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR LONG RUN WEALTH ADVISORS, LLC (5/23/2025)

Regulatory assets under management

Total Number of Accounts	2,062
AUM (Assets Under Management)	$ 514,203,877

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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Kaila E. Kelleher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaila Elise Kelleher's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONG RUN WEALTH ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

LONG RUN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/18/2019

SIE

Date: 10/1/2018

Series 7

Date: 2/16/2018

Current Firm

LONG RUN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LONG RUN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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