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Stephanie Barousse Kelly

ADG WEALTH MANAGEMENT GROUP, LLC·METAIRIE, Louisiana
SIE, Series 7, Series 24, Series 66Clean record14 years registeredADG WEALTH MANAGEMENT GROUP, LLC
433 METAIRIE ROAD, SUITE 500, METAIRIE, LA 70005CRD# 3072708Firm CRD# 132341

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephanie Barousse Kelly · METAIRIE, LA
Registration
CRD #3072708 · ADG WEALTH MANAGEMENT GROUP, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

ADG WEALTH MANAGEMENT GROUP, LLC
Mar 2019 – present
LPL FINANCIAL LLC
Feb 2018 – Dec 2018
NEW ORLEANS, LA
GWM ADVISORS, LLC
May 2017 – Nov 2018
New Orleans, LA
LPL FINANCIAL LLC
May 2017 – May 2017
NEW ORLEANS, LA
LEGACY INVESTMENT STRATEGIES
Dec 2011 – Apr 2016
GRETNA, LA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · December 6, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADG WEALTH MANAGEMENT GROUP, LLC
CRD 132341 · SEC 801-81006
AUM
$279M
Regulatory assets under management
Employees
5
1,218 client accounts
Services offered by ADG WEALTH MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADG WEALTH MANAGEMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does Stephanie Barousse Kelly offer?
Stephanie Barousse Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.
What are Stephanie Barousse Kelly's credentials?
Stephanie Barousse Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Barousse Kelly located?
Stephanie Barousse Kelly is based in METAIRIE, Louisiana, working with ADG WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.
How does Stephanie Barousse Kelly charge for services?
Stephanie Barousse Kelly's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable fees, solicitor fees, sub advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADG WEALTH MANAGEMENT GROUP, LLC?
ADG WEALTH MANAGEMENT GROUP, LLC has approximately 5 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADG WEALTH MANAGEMENT GROUP, LLC

John Hansen Dalton
METAIRIE, LA
Paul Gerald Guidry
METAIRIE, LA

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Research
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