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Kellen Patrick Thayer

Advisor.com

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About Kellen Patrick Thayer

Kellen Thayer is an investment advisor representative with Advisor.com. Kellen is currently registered with both the state of South Carolina and Texas. Kellen has been in the industry since 2017. Before joining Advisor.com, Kellen was employed with Raymond James & Associates, Inc. and Goldman Sachs & Co. LLC. Kellen has passed the Series 66, SIE, Series 3 and Series 7 exams. Kellen's firm, Advisor.com, is a Charleston, SC based RIA specializing in investment advisory referral services.

Firm Information

Kellen Thayer is currently registered with Advisor.com. Advisor.com is an investment advisor referral service located in Charleston, SC. The firm provides financial planning and portfolio management services to individuals. Advisor.com has $27,810,000 in regulatory assets under management. The firm is registered with the SEC and has a SEC number of 801-128856.
Advisor.com

525 KING STREET

CHARLESTON, SC 29403

$27.81M

Assets Under Management

Not reported

Total Clients

1

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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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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investment adviser referral service

Investment adviser referral service

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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other

Referral fees from 3rd-party rias

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Kellen Thayer’s Registration & Firm History

SC

12/15/2023 - Present

Advisor.com (CHARLESTON SC)

SC

08/15/2019 - 05/09/2022

RAYMOND JAMES & ASSOCIATES, INC. (CHARLESTON SC)

DC

10/06/2017 - 03/26/2019

GOLDMAN SACHS & CO. LLC (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 09/21/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2017

Series 3 - National Commodity Futures Examination

BC

Issued 10/06/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kellen Patrick Thayer.
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