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Kelly Ann Feldmann

Corient

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About Kelly Ann Feldmann

Kelly Ann Feldmann is a financial advisor with Corient. Kelly is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license. Kelly has been a financial advisor for over 7 years, providing financial planning, portfolio management, and educational seminars to individuals, businesses, and institutions. Kelly is currently registered with the state of California as an Investment Advisor Representative. Before joining Corient, Kelly worked at DOWLING & YAHNKE, LLC and Donnelly Wealth Advisors, INC.. Kelly has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Kelly Feldmann is currently registered with Corient. Corient, headquartered in Miami, FL, is an investment advisor with over 476 investment advisory professionals. They manage approximately $118 billion in assets for a wide range of clients including high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and pension plans. Their services include financial planning, portfolio management, pension consulting, and educational seminars. Corient is registered with the SEC under the SEC number 801-124978.
Corient

2 S BISCAYNE BLVD

MIAMI, FL 33131

$118.19B

Assets Under Management

1,341

Total Clients

452

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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

% of assets under advisement

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Kelly Feldmann’s Registration & Firm History

CA

01/02/2025 - Present

Corient (San Diego CA)

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Licenses & Designations

IA

Issued 09/02/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Ann Feldmann.
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