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Alistair Mckee Kelly

Stonex Advisors Inc.

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About Alistair Mckee Kelly

Alistair Kelly is an active investment advisor representative in Pennsylvania. Alistair has been in the financial industry since November 1987 and is a Certified Financial Planner. Alistair's firm, Stonex Advisors Inc., provides financial planning services and investment advice to individuals, corporations, and charitable organizations. The firm's office is located in Hermitage, PA.

Firm Information

Alistair Kelly is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alistair Kelly’s Registration & Firm History

PA

01/30/2015 - Present

Stonex Advisors Inc. (Hermitage PA)

PA

01/30/1997 - 09/12/2014

WRP INVESTMENTS, INC. (HERMITAGE PA)

GA

09/18/1996 - 01/31/1997

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

MN

11/25/1987 - 09/16/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 11/05/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alistair Mckee Kelly. Review regulatory record here.
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