Adviser and broker representative · Northwest Financial Advisors LLC
Kelly M. Demers
CRD 6842521 · Herndon, VA
At a glance
Kelly M. Demers is an investment adviser representative with Northwest Financial Advisors LLC in Herndon, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kelly’s SEC record dates to 2017, about 8 years ago. Kelly is also registered as a broker representative.
Current advisory firm
- Northwest Financial Advisors LLCSince September 2026Herndon, VA · $1.2B in regulatory assets
SEC adviser record
- Registered since
- 2017 (8 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- 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
- 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
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 and FINRA BrokerCheck.
More at Northwest Financial Advisors LLC
- Jonathan K. AdamsHerndon · Chartered Financial Consultant
- Barry S. BassHerndon · Certified Financial Planner, Chartered Financial Consultant
- Nakia D. BrownHerndon
- Nicole E. DavisHerndon
- Kevin D. FisherHerndon
- Jerry E. GuidoHerndon · Certified Financial Planner
- Richard T. HoldenHerndon
- Deatrice JohnsonHerndon
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