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KM

Kelsey S. Maclean

DG WEALTH
VENICE, FL 34285
CRD#: 8220576
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KM
Kelsey Shea MacleanDG WEALTH

Professional summary

Kelsey Shea Maclean, who also goes by Kelsey S Yarid, is a registered financial advisor currently at DG WEALTH located in Venice, Florida.

Kelsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Kelsey has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Kelsey S Yarid

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 Kelsey Shea Maclean'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®
None

Experience

Current

March 4, 2026 - Present

DG WEALTH

Office #1: 333 Tamiami Trail S Suite 221, Venice, FL 34285
RIA
CRD#: 325150
VENICE, 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
(3/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/19/2025
Uniform Investment Adviser Law Examination

Current Firm

DW
DG WEALTH
DG WEALTH | DG WEALTH LLC

CRD#: 325150 / SEC#:

Florida
Registered Investment Advisory firm - (9/29/2023 Approved)
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Contact information

Main Address
333 Tamiami Trail S Suite 221, Venice, FL 34285
Mailing Address
Phone number
(941) 584-3320
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts70
AUM (Assets Under Management)$ 6,106,912

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

DG WEALTH

CRD#: 325150Venice, FL 34285

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