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Kevin Emanuel Kelly

Investment Adviser Representative at REALTA INVESTMENT ADVISORS, INC

Miramar Beach, FLCRD #4181673Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
2 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kevin Emanuel Kelly has worked in the securities industry since 2000. They are registered to provide investment advisory services in Florida and Ohio.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaOhio
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/20/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/26/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Realta Investment Advisors, Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

REALTA INVESTMENT ADVISORS, INCCurrent
1/22/2026Miramar Beach, FL
REALTA EQUITIES, INC.Current
1/9/2026Miramar Beach, FL
OSAIC WEALTH, INC.
8/23/20241/20/2026Independence, OH
TRIAD ADVISORS, LLC
7/12/20188/23/2024Miramar Beach, FL
MORGAN STANLEY
7/20/20115/24/2018Destin, FL
LPL FINANCIAL LLC
7/5/20117/20/2011Santa Rosa Beach, FL
UVEST FINANCIAL SERVICES GROUP, INC.
6/13/20067/5/2011Santa Rosa Beach, FL
TRUSTMARK SECURITIES, INC.
8/5/20043/2/2006Miramar Beach, FL
MORGAN STANLEY
12/18/20015/3/2004Pensacola, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin Emanuel Kelly has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Kevin Emanuel Kelly - Financial Advisor in Miramar Beach, FL | AdvisorFinder