Director, Sharp Wealth Advisory and Chief Compliance Officer · Sharp Financial
Kelly L. Pickering
CRD 1198822 · Named on Form ADV at one SEC-registered adviser
At a glance
Sharp Financial, an SEC-registered wealth manager based in Horsham, PA with $502 million in regulatory assets, lists Kelly L. Pickering on its Form ADV as Director, Sharp Wealth Advisory and Chief Compliance Officer, a control person.
Firms and roles
- Sharp FinancialDirector, Sharp Wealth Advisory and Chief Compliance OfficerWealth manager · Horsham, PA · $502M in regulatory assets
AtlasMembers
Kelly’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael H. SharpFounder, Managing Member, Sharp Financial
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.