Kelly Reddy-heffner

80 WEST ASSET MANAGEMENT

Pittsburgh, PA

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CRD#: 6894695

Professional summary

Kelly Reddy-heffner, CFP® is a registered financial advisor currently at 80 WEST ASSET MANAGEMENT, LLC located in Pittsburgh, Pennsylvania.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kelly has worked at 3 firms and has passed the Series 65 exam.

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.

Owner, Steel City Wealth Collaborative, LLC. Financial Coaching, Mediation & Divorce Planning

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Reddy-heffner'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: 2020

Experience

Current

April 15, 2024 - Present

80 WEST ASSET MANAGEMENT, LLC

RIA

CRD#: 330401

Pittsburgh, PA

Past

December 6, 2020 - January 11, 2024

YOUR FINANCIAL PHARMACIST

RIA

CRD#: 282918

Greencastle, PA

Past

February 9, 2018 - December 23, 2020

FINANCIALOGIQ

RIA

CRD#: 291779

GREENCASTLE, PA

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

Pennsylvania
(4/15/2024)

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 65

Date: 11/15/2017

Uniform Investment Adviser Law Examination

Current Firm

80 WEST ASSET MANAGEMENT, LLC

CRD#: 330401 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (4/15/2024 Approved)

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Contact information

Main Address

Pittsburgh, PA

Mailing Address

1151 Freeport Road Suite 183, Pittsburgh, PA 15238

Phone number

(412) 387-2668

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 4,612,543

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kelly Reddy-heffner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Reddy-heffner's CRS (Customer Relationship Summary).

Certified licenses

Experience

80 WEST ASSET MANAGEMENT, LLC

YOUR FINANCIAL PHARMACIST

FINANCIALOGIQ

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2017

Current Firm

80 WEST ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

80 WEST ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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