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Drew Dawson Kellner

LUMBARD & KELLNER, LLC·HOLLIS, New Hampshire
Series 65Clean record21 years registeredLUMBARD & KELLNER, LLC
5 HUTCHINGS DRIVE, HOLLIS, NH 03049-0749CRD# 4923489Firm CRD# 117196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Drew Dawson Kellner · HOLLIS, NH
Registration
CRD #4923489 · LUMBARD & KELLNER, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

LUMBARD & KELLNER, LLC
Jun 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 3, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LUMBARD & KELLNER, LLC
CRD 117196 · SEC 801-61888
AUM
$351M
Regulatory assets under management
Employees
4
113 client accounts
Services offered by LUMBARD & KELLNER, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at LUMBARD & KELLNER, LLC →
Introduction

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Frequently Asked Questions

What services does Drew Dawson Kellner offer?
Drew Dawson Kellner specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOLLIS, New Hampshire for a consultation.
What are Drew Dawson Kellner's credentials?
Drew Dawson Kellner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Drew Dawson Kellner located?
Drew Dawson Kellner is based in HOLLIS, New Hampshire, working with LUMBARD & KELLNER, LLC. Their office serves clients in the HOLLIS metropolitan area and surrounding communities.
How does Drew Dawson Kellner charge for services?
Drew Dawson Kellner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUMBARD & KELLNER, LLC?
LUMBARD & KELLNER, LLC has approximately 4 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LUMBARD & KELLNER, LLC

John Ashmore Lumbard
HOLLIS, NH
James B Conway
HOLLIS, NH
CFA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (75)BEDFORD (26)CONCORD (22)MANCHESTER (12)HANOVER (10)EXETER (7)NEW LONDON (7)WOLFEBORO (7)KEENE (5)LEBANON (5)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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