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Chief Legal Officer · Saltmarsh Financial Advisors, LLC

William J. Kelly

CRD 8191672 · Named on Form ADV at one SEC-registered adviser

At a glance

Saltmarsh Financial Advisors, LLC, an SEC-registered wealth manager based in Pensacola, FL with $357 million in regulatory assets, lists William J. Kelly on its Form ADV as Chief Legal Officer.

Firms and roles

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William’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Benjamin L. BellChief Executive Officer, Saltmarsh Financial Advisors, LLC
  • George M. PeadenChief Compliance Officer & Operations Manager, Saltmarsh Financial Advisors, LLC
  • David C. FulcherChief Financial Officer, Saltmarsh Financial Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.