Kellen Thayer has been an investment adviser representative at Advr since August 2022, and is not listed among the firm’s executive officers or direct owners. Kellen Thayer holds an MBA in Finance from the University of Pittsburgh Katz Graduate School of Business and a Bachelor of Science in International Business from the College of Charleston.
Advr, Inc is a Charleston, SC firm with $127M under management, 426 clients and 3 advisers in one office, as of its March 2026 filing.
Kellen Thayer is Founder & Principal Advisor of Summit Private Wealth. Before founding his advisory practice, he advised ultra high net worth families and institutions at Goldman Sachs on a multi-advisor team, and he later joined Raymond James, advising high net worth families and business owners. He began his career in New York City and now advises clients nationwide.
Kellen Thayer’s longest registration is the current one, 4 years at Advr since 2022. Before joining Advr in 2022, Kellen Thayer was registered through Raymond James & Associates, Inc.
- Raymond James & Associates, Inc.– · 2 yearsCharleston, SC · Adviser representative · Firm CRD 705
Investment adviser representative registrations
Kellen Thayer is registered as an investment adviser representative in 2 states. The first approvals date from August 2022; the most recent is Texas, in December 2023.
- South CarolinaSince 16 August 2022
- TexasSince 15 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 20 October 2017 |
| Series 7 | General Securities Representative Examination | 6 October 2017 |
| Series 66 | Uniform Combined State Law Examination | 21 September 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Kellen Patrick Thayer
- CRD
- 6668417
- Firm
- Advr · CRD 318823
- Office
- 525 KING STREET, STE B, Charleston, SC 29403
- Registration
- Investment adviser registration
- In the industry since
- June 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- summitwealthgrp.com
Where does Kellen Thayer work?
Kellen Thayer is an investment adviser representative registered through Advr, Inc since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kellen Thayer a financial advisor?
Yes. Kellen Thayer has a current investment-adviser registration in South Carolina and Texas, through Advr since August 2022.
How many years of experience does Kellen Thayer have?
Kellen Thayer has 8 years in the financial industry, since June 2018, across 2 adviser firms.
What exams has Kellen Thayer passed?
Kellen Thayer has passed 3 licensing exams: the Series 66, Series 7 and Series 3. The earliest, the Series 66, was passed in September 2017. FINRA credited Kellen Thayer with the SIE, which began in October 2018.
Where did Kellen Thayer work before Advr?
Before Advr, Kellen Thayer was registered through Raymond James & Associates, Inc., August 2019 to May 2022.
Where is Kellen Thayer based?
Kellen Thayer’s registered office is in Charleston, SC.
Is Kellen Thayer registered with FINRA?
No. Kellen Thayer has no current broker registration.
How can I verify Kellen Thayer’s record?
Search CRD 6668417 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kellen Thayer’s full registration record.
- Hunter StunziCEO, Chief Compliance Officer
- Scott HowellShareholder
- Steven SwansonShareholder
- Jane EudyShareholder
- Chris MettlerShareholder