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Kellie Renee Walter

Sc & h Wealth

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About Kellie Renee Walter

Kellie Walter is an Investment Advisor Representative at Sc&h Wealth. Kellie is a registered Investment Advisor in the state of Maryland. Kellie has been in the securities industry for over 19 years, and has worked for several firms, including TRIAD ADVISORS, INC., 1ST GLOBAL CAPITAL CORP., DEUTSCHE BANK SECURITIES INC., and DB ALEX. BROWN LLC. Kellie holds Series 63, 65, 7, and SIE licenses.

Firm Information

Kellie Walter is currently registered with Sc & h Wealth. Sc&h Wealth is an investment advisory firm located in SPARKS, MD, United States. With a team of 8 licensed agents and 19 investment adviser representatives, they manage approximately $908,923,478 in assets for 1,760 clients. Their services include financial planning, portfolio management for individuals, and selection of other advisers. Sc&h Wealth primarily serves high-net-worth individuals and individuals other than high-net-worth.
Sc & h Wealth

910 RIDGEBROOK ROAD

SPARKS, MD 21152-9390

$908.92M

Assets Under Management

34

Total Clients

19

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Kellie Walter’s Registration & Firm History

MD

02/28/2018 - Present

Sc&h Wealth (SPARKS MD)

MD

11/16/2009 - 10/18/2017

TRIAD ADVISORS, INC. (SPARKS MD)

MD

01/25/2006 - 11/16/2009

1ST GLOBAL CAPITAL CORP. (SPARKS MD)

GA

09/26/2002 - 12/08/2005

TRIAD ADVISORS, INC. (ATLANTA GA)

NY

01/13/2001 - 09/18/2002

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

03/12/1998 - 01/13/2001

DB ALEX. BROWN LLC (BALTIMORE MD)

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Licenses & Designations

IA

Issued 02/28/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kellie Renee Walter.
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