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Kelli Ann Cullinane

Managing Member, Cco, And CfoNext Legacy Management, LLCCRD 6027176

About Kelli Ann Cullinane

Kelli Ann Cullinane is listed as Managing Member, Cco, And Cfo at Next Legacy Management, LLC in Portola Valley, CA. Form ADV reports a beneficial ownership band of 25-50%. Kelli Ann Cullinane is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Next Legacy Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kelli Ann Cullinane work?

Kelli Ann Cullinane is listed as Managing Member, Cco, And Cfo at Next Legacy Management, LLC on SEC Form ADV.

How much of Next Legacy Management, LLC does Kelli Ann Cullinane own?

Form ADV reports a beneficial ownership band of 25-50%.

Next Legacy Management, LLC

TitleManaging Member, Cco, And Cfo
Ownership25-50%
Control personYes
Since2012

Next Legacy Management, LLC

TitleTrustee Of The Cullinane Family Trust Dated March 15, 2019
Ownership25-50%
Control personYes
Since2012