Unclaimed Profile

Kelly Marie Babich

BLUESTEM ASSET MANAGEMENT, LLC·CHARLOTTESVILLE, Virginia

Clean recordBLUESTEM ASSET MANAGEMENT, LLC

320 E. MAIN STREET, CHARLOTTESVILLE, VA 22902CRD# 7296891Firm CRD# 158330

Profile Verification

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

Identity

Kelly Marie Babich · CHARLOTTESVILLE, VA

Registration

CRD #7296891 · BLUESTEM ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kelly Marie Babich is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with BLUESTEM ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

Speak with Kelly

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kelly is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

BLUESTEM ASSET MANAGEMENT, LLC

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLUESTEM ASSET MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7296891

Firm CRD# 158330

View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTESVILLE?

Browse all registered financial advisors in CHARLOTTESVILLE, Virginia or claim this profile if it's yours.

Browse CHARLOTTESVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kelly Marie Babich offer?

Kelly Marie Babich specializes in Retirement Planning, Fee-Only Advisory. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.

What are Kelly Marie Babich's credentials?

Kelly Marie Babich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Marie Babich located?

Kelly Marie Babich is based in CHARLOTTESVILLE, Virginia, working with BLUESTEM ASSET MANAGEMENT, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.

How does Kelly Marie Babich charge for services?

Kelly Marie Babich'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 BLUESTEM ASSET MANAGEMENT, LLC?

BLUESTEM ASSET MANAGEMENT, LLC has approximately 7 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →