Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Salisbury, MD 21804
Edward Jones
Institution
Kelly Elliott is a financial advisor with Edward Jones in Salisbury, MD, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, Elliott worked at PNC for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining affiliated capabilities such as a trust company and proprietary mutual funds.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Salisbury, MD Still Meadow Blvd
1496 Still Meadow Blvd Ste F
Salisbury MD 21804
Advisors at this office
1
Delaware · Maryland
1 year of industry experience
Edward Jones
2024 - Present • 2 years
St Louis, MO
Edward Jones
2024 - 2024 • 1 year
Salisbury, MD
Pnc
2015 - 2024 • 9 years
Millsboro, DE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Salisbury, MD
Riverview Asset Management, Inc.
Dorothy Burke is a financial advisor at Riverview Asset Management, Inc. with three years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1983. Riverview Asset Management provides investment advisory services to individual and high-net-worth clients, primarily through discretionary portfolio management. The firm employs a blended analytical approach that includes technical and fundamental methods and offers a range of products including equities, fixed income, mutual funds, ETFs, and structured products.
CFP®, Series 65
Salisbury, MD
PKS Investment Advisors LLC
Genevee Lekites is a CFP® with 17 years of industry experience and is currently affiliated with PKS Investment Advisors LLC. She has been with PKS Investment Advisors since 2009 and holds a Series 65 license. Outside of advisory work, she is president and co-owner of Lekites Enterprises LLC, a non-investment related property ownership business. PKS Investment Advisors LLC provides investment management and financial planning services to individuals, qualified retirement plans, trusts, nonprofits, and small businesses. The firm employs a Modern Portfolio Theory-based, buy-and-hold approach primarily using passive index funds and ETFs, offers discretionary and non-discretionary account management, and maintains an affiliation with an accounting firm while providing educational workshops for retirement plan participants.
CFP®, Series 65
Salisbury, MD
PKS Investment Advisors LLC
Colton Hastings is a CFP® and holds a Series 65 license, currently serving at PKS Investment Advisors LLC with seven years of industry experience. He previously worked at Wilgus Insurance for two years before joining PKS Investment Advisors in 2018. PKS Investment Advisors LLC provides investment management and financial planning services to individuals, qualified retirement plans, trusts, nonprofits, and small businesses. The firm follows a Modern Portfolio Theory-based, buy-and-hold investment approach, primarily using passively managed index funds and ETFs, and offers employee benefit plan services including retirement plan education and oversight.
CFP®, Series 65
Salisbury, MD
PKS Investment Advisors LLC
Kyle Banks is a financial advisor at PKS Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley for nine years. PKS Investment Advisors LLC provides investment management, financial planning, and employee benefit services to individuals, qualified retirement plans, trusts, nonprofit organizations, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and documented investment policy statements informed by Monte Carlo analysis.
Series 63, Series 65
Salisbury, MD
Atlas Private Wealth Advisors
Dennis Grinestaff is a financial advisor at Atlas Private Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Shariden Consulting and Wealth Management, LLC for 14 years. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.
PFS™, Series 65
Salisbury, MD
PKS Investment Advisors LLC
Daniel O'Connell is a financial advisor at PKS Investment Advisors LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. O'Connell has been with PKS Investment Advisors since 2010 and is also associated with PKS & Company, P.A. outside of his advisory role. PKS Investment Advisors LLC provides investment management and financial planning services to individuals, qualified retirement plans, trusts, nonprofit organizations, and small businesses. The firm employs a buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing diversified asset allocations primarily through passive index funds and ETFs, and offers employee benefit plan services including participant education.
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