Kellen Patrick Thayer

Financial advisor at Advisor.com · Charleston, SC

Last updated 2026-10-10

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Kellen Patrick Thayer is a financial advisor at Advisor.com in Charleston, SC, CRD 6668417. Licenses and exams on the registration: Series 66. IAPD registration began 2019-08-15.

Registration

CRD number
6668417
Registration status
Active
IAPD registration
2019-08-15
Industry Experience
7 years
Work Experience
11 years
States registered
SC, TX

Licenses and exams

  • Series 66

Work history

  • 2017-07 to 2019-02 · Goldman Sachs & Co. LLC · Washington, D.c., DC
  • 2015-08 to 2017-04 · University of Pittsburgh - Pen · Pittsburgh, PA
  • 2019-08 to Present · Raymond James & Associates, Inc. · Charleston, SC
  • 2019-03 to 2019-07 · Unemployed · Washington, DC

Current employment

SEC IAPD record for Kellen Patrick Thayer

Advisor.com

Regulatory AUM
$126,820,765
Registered advisors
3
Offices
2
Average AUM per client
$297.7K (Low)
High-net-worth client ratio
5.4% (Low)

Advisor.com: advisors, services and reported ETF investments

About

Kellen Patrick Thayer is a financial advisor at Advisor.com in Charleston, SC. Reported securities licenses include Series 66. The latest record indicates 7 years of industry experience and 11 years of reported work history.

Advisor.com's firm-level Form ADV reports 3 advisors across 2 offices; approximately 142.0 clients per advisor, average assets per client of $297,701, and regulatory AUM of $126.8M; client categories including Individuals (non-HNW) and High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, and Other Advisory Service.

What this firm offers

Filed by Advisor.com on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Location

525 King Street, Charleston, SC 29403

3 advisors at this office.

Advisor.com office in Charleston, SC

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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