Unclaimed Profile

Kelly Stolte Miller

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.·MARIETTA, Georgia

SIE, Series 4, Series 7, Series 24, Series 51, Series 63, Series 65, Series 79TO21 years registeredRESOURCE HORIZONS INVESTMENT ADVISORY, INC.

1350 CHURCH STREET, EXT., N.E., MARIETTA, GA 30060CRD# 1336841Firm CRD# 143384

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelly Stolte Miller · MARIETTA, GA

Registration

CRD #1336841 · RESOURCE HORIZONS INVESTMENT ADVISORY, INC. · 21 years registered

Brand Profile

Not yet started

Career History

KOVACK ADVISORS, INC.

Jan 2015 – present

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

Oct 2007 – Dec 2014

MARIETTA, GA

RESOURCE HORIZONS GROUP, L.L.C.

Jan 2005 – Dec 2007

MARIETTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 51

Series 63

Series 65

Series 79TO

Registration record

First registered · January 5, 2005

Years registered · 21

Disclosure History

2016Regulatory·Final

2014Customer Dispute·Settled

2013Customer Dispute·Award / Judgment

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

CRD 143384 · SEC 801-68068

AUM

$149M

Regulatory assets under management

Employees

107

1,038 client accounts

Services offered by RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RESOURCE HORIZONS INVESTMENT ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does Kelly Stolte Miller offer?

Kelly Stolte Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MARIETTA, Georgia for a consultation.

What are Kelly Stolte Miller's credentials?

Kelly Stolte Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Stolte Miller located?

Kelly Stolte Miller is based in MARIETTA, Georgia, working with RESOURCE HORIZONS INVESTMENT ADVISORY, INC.. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.

How does Kelly Stolte Miller charge for services?

Kelly Stolte Miller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RESOURCE HORIZONS INVESTMENT ADVISORY, INC.?

RESOURCE HORIZONS INVESTMENT ADVISORY, INC. has approximately 107 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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