Investment adviser representative · Success Wealth Management LLC
Kelly H. Bandli
CRD 5547367 · Wexford, PA
At a glance
Kelly H. Bandli is an investment adviser representative with Success Wealth Management LLC in Wexford, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kelly’s SEC record dates to 2023, about 3 years ago.
Current advisory firm
- Success Wealth Management LLCSince January 2023Wexford, PA · $110M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kelly’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
- Locked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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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- Matthew KloosWexford
- Isaac RossWexford
- John C. BlanckHarbor Springs
- Gregory M. BrawnCambridge Springs
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