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Hunter Daniel Kelly

Hunter D. Kelly

PALM VALLEY WEALTH MANAGEMENT LLC
St Augustine, FL
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CRD#: 6766324
Hunter Daniel Kelly

Professional summary

Hunter Daniel Kelly, CFP® is a registered financial advisor currently at PALM VALLEY WEALTH MANAGEMENT LLC located in St Augustine, Florida.

Hunter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Hunter has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Hunter Daniel Kelly's 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: 2021

Experience

Current

May 12, 2023 - Present

PALM VALLEY WEALTH MANAGEMENT LLC

RIA
CRD#: 325052
St Augustine, FL
Past

July 21, 2017 - April 4, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
Jacksonville, FL
Past

April 18, 2017 - April 4, 2023

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
Jacksonville, FL

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
Florida
(5/12/2023)
IAR
Texas
(6/28/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/29/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/18/2017
General Securities Representative Examination

Current Firm

PV
PALM VALLEY WEALTH MANAGEMENT LLC
PALM VALLEY WEALTH MANAGEMENT LLC

CRD#: 325052 / SEC#:

Florida
Registered Investment Advisory firm - (5/12/2023 Approved)
Texas
Registered Investment Advisory firm - (6/26/2023 Conditional Restricted)
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Contact information

Main Address
St Augustine, FL
Mailing Address
Phone number
(904) 622-8469
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts151
AUM (Assets Under Management)$ 19,225,113

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

PALM VALLEY WEALTH MANAGEMENT LLC

CRD#: 325052St Augustine, FL

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