KL
CFP
KL
CFP

Kelly Marie Lynch-Moloney

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,410 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$500
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Location

117 Grand Street, 2nd Floor, Goshen, NY, 10924

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Orange Investment Advisors, INC.
May 2021 - Present · 4 yrs 9 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.