Alistair Mckee Kelly

CFP

Stonex Advisors INC.

38 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate Planning

Stonex Advisors INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

250 advisors

Number of Clients

9,894 clients

Average Client Portfolio

$456K average

Assets Under Management

$4.5B

Fee Structure

Minimum Annual Fee:$200

Location

850 South Hermitage Road, Suite B16, Hermitage, PA, 16148

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History

Regulatory History (1)

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Judgment / Lien

October 2003

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Other Business ActivitiesSells Insurance

Alistair is an insurance agent selling and servicing life insurance, dedicating minimal time to this activity. He is also the current year president of the Rotary Club of Sharon, spending a few hours per week on club activities.

Employment History

Current Registrations

Stonex Advisors INC.

January 2015 - Present · 11 yrs 1 mo

Stonex Securities INC.Broker

September 2014 - Present · 11 yrs 5 mos

Previous Registrations

Sterne Agee Investment Advisor Services, INC.

July 2000 - January 2015 · 14 yrs 6 mos

Wrp Investments, INC.Broker

January 1997 - September 2014 · 17 yrs 8 mos

Keogler, Morgan & Company, INC.Broker

September 1996 - January 1997 · 4 mos

American Express Financial Advisors INC.Broker

November 1987 - September 1996 · 8 yrs 10 mos

State Registrations5 states

FLNCOHPASC

AdvisorBrokerBoth

Exams

No exam information available for this advisor.