Stephanie Kelm

from Rise Advisors, LLC
SEC regulated
Regulated Investment Advisor
Stephanie Kelm is a financial advisor based in New York, Rochester, with 1 years of experience. Stephanie currently works for Rise Advisors, LLC. Stephanie maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephanie Kelm works at Rise Advisors, LLC
Rise Advisors, LLC is a financial advisor based in Rochester, New York. It currently has around $178,026,336 of assets under management and employs approximately 7 people. The main advice areas covered by Rise Advisors, LLC are: financial planning services, portfolio management for individuals and/or small businesses, publication of periodicals or newsletters and educational seminars/workshops. Rise Advisors, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
400 Linden Oaks, Suite 120, Rochester, New York, 14625

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