Sarah McKenzi Kelley is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with CWM, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CWM, LLC | 2025-07-16 | present | Yes |
| CRESCENT FINANCIAL ADVISORS | 2024-07-12 | 2026-03-30 | — |