KM
Kelly Marie Stanley
CRD 5582143
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Cogent Strategic Wealth Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cogent Strategic Wealth Llc
Member · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗