Investment adviser representative · Palm Valley Wealth Management LLC
Hunter D. Kelly
CRD 6766324 · St. Augustine, FL
At a glance
Hunter D. Kelly is an investment adviser representative with Palm Valley Wealth Management LLC in St. Augustine, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Hunter’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Palm Valley Wealth Management LLCSince May 2023St. Augustine, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Hunter’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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