Unclaimed Profile

Kathryn Kei Burr

KIELY WEALTH ADVISORY GROUP, INC.·GREENVILLE, North Carolina

Clean recordKIELY WEALTH ADVISORY GROUP, INC.

1290 EAST ARLINGTON BLVD, GREENVILLE, NC 27858CRD# 4792628Firm CRD# 109438

Profile Verification

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

Identity

Kathryn Kei Burr · GREENVILLE, NC

Registration

CRD #4792628 · KIELY WEALTH ADVISORY GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kathryn Kei Burr is a registered financial advisor based in GREENVILLE, North Carolina, affiliated with KIELY WEALTH ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

KIELY WEALTH ADVISORY GROUP, INC.

AUM

$515M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KIELY WEALTH ADVISORY GROUP, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Market timing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4792628

Firm CRD# 109438

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathryn Kei Burr offer?

Kathryn Kei Burr specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENVILLE, North Carolina for a consultation.

What are Kathryn Kei Burr's credentials?

Kathryn Kei Burr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathryn Kei Burr located?

Kathryn Kei Burr is based in GREENVILLE, North Carolina, working with KIELY WEALTH ADVISORY GROUP, INC.. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Kathryn Kei Burr charge for services?

Kathryn Kei Burr'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 KIELY WEALTH ADVISORY GROUP, INC.?

KIELY WEALTH ADVISORY GROUP, INC. has approximately 5 employees and manages $515M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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