Investment adviser representative · Ridge Capital Advisors, LLC
Kelly R. Kleinsasser
CRD 2127783 · Oro Valley, AZ
At a glance
Kelly R. Kleinsasser is an investment adviser representative with Ridge Capital Advisors, LLC in Oro Valley, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kelly’s SEC record dates to 2017, about 9 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Ridge Capital Advisors, LLCSince January 2017Oro Valley, AZ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
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.
More at Ridge Capital Advisors, LLC
- Breckin C. KleinsasserOro Valley
- Conner F. KleinsasserOro Valley
- Mario A. RodriguezCarmichael
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