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Stephanie Michel Kelm

Cco, PartnerRise Advisors, LLCCRD 6165565

About Stephanie Michel Kelm

Stephanie Michel Kelm is listed as Cco, Partner at Rise Advisors, LLC in Rochester, NY. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Rise Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stephanie Michel Kelm work?

Stephanie Michel Kelm is listed as Cco, Partner at Rise Advisors, LLC on SEC Form ADV.

How much of Rise Advisors, LLC does Stephanie Michel Kelm own?

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

Rise Advisors, LLC

TitleCco, Partner
Ownership25-50%
Control personYes
Since2020