CA
Charles Adam Kelsey
CRD 5395066
Firms
| Firm | Role | As of |
|---|---|---|
| Mutual Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Mutual Advisors, Llc
Vp, Service And Operations · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗