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Kelly Lorraine Pickering

SHARP WEALTH ADVISORY, LLC·HORSHAM, Pennsylvania
Unclaimed Profile
100 TOURNAMENT DRIVE, HORSHAM, PA 19044CRD# 1198822Firm CRD# 289325
01

About

Kelly Lorraine Pickering is a registered financial advisor based in HORSHAM, Pennsylvania, affiliated with SHARP WEALTH ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SHARP WEALTH ADVISORY, LLC
SHARP FINANCIAL
AUM
$305M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SHARP WEALTH ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1198822
Firm CRD# 289325
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Lorraine Pickering offer?
Kelly Lorraine Pickering specializes in Financial Planning, Investment Management. Contact their office in HORSHAM, Pennsylvania for a consultation.
What are Kelly Lorraine Pickering's credentials?
Kelly Lorraine Pickering is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Lorraine Pickering located?
Kelly Lorraine Pickering is based in HORSHAM, Pennsylvania, working with SHARP WEALTH ADVISORY, LLC. Their office serves clients in the HORSHAM metropolitan area and surrounding communities.
How does Kelly Lorraine Pickering charge for services?
Kelly Lorraine Pickering'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 SHARP WEALTH ADVISORY, LLC?
SHARP WEALTH ADVISORY, LLC has approximately 8 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HORSHAM
Steven Michael Zimmerman — VF INVESTMENT SERVICES CORP.John Myron Davis — VF INVESTMENT SERVICES CORP.Peter Moffit Sherman — INDEPENDENCE CAPITAL MANAGEMENT INC.Susan Twine Deakins — HORNOR, TOWNSEND & KENT, LLCKevin Terence Reynolds — HORNOR, TOWNSEND & KENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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