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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Lee, Kelleher & Klein Wealth Management financial advisors in Ellicott City, MD

Every SEC-registered investment adviser representative at a Lee, Kelleher & Klein Wealth Management office in Ellicott City, A to Z.

The short answer

3 registered advisors work at Lee, Kelleher & Klein Wealth Management in Ellicott City, out of 3 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Lee, Kelleher & Klein Wealth Management advisors in Ellicott City, A to Z

Every Lee, Kelleher & Klein Wealth Management advisor →

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Other firms in Ellicott City

All Ellicott City advisors →

Ameriprise Financial Services, LLC 15Elite Income Advisors, Inc. 6Osaic Wealth, Inc. 6Pfs Investments Inc. 5State Farm Investment Management Corp. 5Edelman Financial Engines 4LPL Financial LLC 4Strategic Advisers LLC 4Edward Jones 3Mai Capital Management, LLC 3Marks Wealth Management 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3

Questions

How many financial advisors does Lee, Kelleher & Klein Wealth Management have in Ellicott City?

3 investment adviser representatives are registered at Lee, Kelleher & Klein Wealth Management offices in Ellicott City, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Lee, Kelleher & Klein Wealth Management one of the largest advisor employers in Ellicott City?

Lee, Kelleher & Klein Wealth Management ranks number 10 in Ellicott City by registered advisors; Ameriprise Financial Services, LLC has the most, with 15.

How do I check a Lee, Kelleher & Klein Wealth Management advisor in Ellicott City?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lee, Kelleher & Klein Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.