Kelley Jean Trilling is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with STEWARD PARTNERS INVESTMENT ADVISORY, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 2024-11-19 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2023-09-07 | 2024-11-20 | — |