Robert Kelly

Trust Advisory Group LTD

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & Coaching

Trust Advisory Group LTD

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

1,119 clients

Average Client Portfolio

$442K average

Assets Under Management

$494.4M

Fee Structure

Minimum Annual Fee:$200

Location

2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243

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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.

Employment History

Current Registrations

Stonex Securities INC.

March 2025 - Present · 11 mos

Stonex Securities INC.Broker

March 2025 - Present · 11 mos

Trust Advisory Group LTD

August 2019 - Present · 6 yrs 6 mos

Previous Registrations

Ages Financial Services, LTD.Broker

October 2014 - November 2024 · 10 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.