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Kelly Blue Berenbaum

Mount Yale Investment Advisors, LLC

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About Kelly Blue Berenbaum

Kelly Berenbaum is a financial advisor with over 20 years of experience in the industry. She has a background in financial planning and portfolio management. Kelly has held several positions at various firms, including Raymond James & Associates, Inc., Dynasty Securities, LLC and Raymond James Financial Services, Inc. Currently, Kelly is a registered representative with Mount Yale Investment Advisors, LLC and Blue Tree Financial, both in Winter Park, FL. Kelly holds the Series 6, 7, and SIE licenses.

Firm Information

Kelly Berenbaum is currently registered with Mount Yale Investment Advisors, LLC. Mount Yale Investment Advisors, LLC is a Denver, CO-based investment advisor with $2,187,125,977 in regulatory assets under management. They serve individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and other investment advisors. Their services include financial planning, portfolio management for individuals, selection of other advisors, and consulting.
Mount Yale Investment Advisors, LLC

1580 LINCOLN STREET

DENVER, CO 80203

$2.19B

Assets Under Management

Not reported

Total Clients

10

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.

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consulting

Consulting

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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Kelly Berenbaum’s Registration & Firm History

FL

09/20/2024 - Present

Mount Yale Investment Advisors, LLC (Winter Park FL)

FL

12/03/2020 - 06/28/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (Winter Park FL)

FL

10/03/2019 - 11/13/2020

DYNASTY SECURITIES, LLC (Saint Petersburg FL)

FL

10/12/1998 - 06/26/2019

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

CA

09/10/1994 - 09/21/1998

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

MN

06/20/1994 - 06/21/1994

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/10/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Blue Berenbaum.
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