Chief Compliance Officer · Alliance Wealth Advisors, LLC
Chad E. Kelley
CRD 6343638 · Named on Form ADV at one SEC-registered adviser
At a glance
Alliance Wealth Advisors, LLC, an SEC-registered wealth manager based in Centerville, UT with $552 million in regulatory assets, lists Chad E. Kelley on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Alliance Wealth Advisors, LLCChief Compliance OfficerWealth manager · Centerville, UT · $552M in regulatory assets
AtlasMembers
Chad’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Paul A. ColesOwner/chief Executive Officer, Alliance Wealth Advisors, LLC
- Scott G HoxerChief Investment Officer, Alliance Wealth Advisors, LLC
- Benjamin D. ColesChief Development Officer, Alliance Wealth Advisors, LLC
- Mason M. PageChief Operations Officer, Alliance Wealth Advisors, LLC
- Alyssa A. JonesChief Experience Officer, Alliance Wealth Advisors, LLC
1 more person named with Chad on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chad’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.