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Stephanie Barousse Kelly

ADG WEALTH MANAGEMENT GROUP, LLC·METAIRIE, Louisiana
Unclaimed Profile
433 METAIRIE ROAD, SUITE 500, METAIRIE, LA 70005CRD# 3072708Firm CRD# 132341
01

About

Stephanie Barousse Kelly is a registered financial advisor based in METAIRIE, Louisiana, affiliated with ADG WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ADG WEALTH MANAGEMENT GROUP, LLC
ADG WEALTH MANAGEMENT GROUP, LLC
AUM
$279M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ADG WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES
Regulatory
SEC/IARD CRD# 3072708
Firm CRD# 132341
No disclosures on file
View on FINRA BrokerCheck →

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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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George Arthur Greschner — REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.Rudy Jerome Blanchard — REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.Michael Nash Zabalaoui — RESOURCE MANAGEMENT, LLCLawrence John Sisung — SISUNG INVESTMENT MANAGEMENT SERVICES LLCEric Arthur Greschner — REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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