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Lisa Ann Kelly

President/Chief Compliance OfficerFedermann Financial Advisors Inc.CRD 5110571

About Lisa Ann Kelly

Lisa Ann Kelly is listed as President/Chief Compliance Officer at Federmann Financial Advisors Inc. in Rocky Point, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Federmann Financial Advisors Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lisa Ann Kelly work?

Lisa Ann Kelly is listed as President/Chief Compliance Officer at Federmann Financial Advisors Inc. on SEC Form ADV.

How much of Federmann Financial Advisors Inc. does Lisa Ann Kelly own?

Form ADV reports a beneficial ownership band of Over 75%.

Federmann Financial Advisors Inc.

TitlePresident/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2010
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