Kellie Borror has been an investment adviser representative at Daner Wealth Management since September 2022, and is not listed among the firm’s executive officers or direct owners.
Daner Wealth Management, LLC is an Alpharetta, GA firm with $202M under management, 190 clients and 2 advisers in one office, as of its March 2026 filing.
Kellie Borror’s longest registration is the current one, 4 years at Daner Wealth Management since 2022. Before joining Daner Wealth Management in 2022, Kellie Borror was registered through Wells Fargo Clearing Services, LLC and Suntrust Advisory Services, Inc.
- Daner Wealth Management, LLCCurrent– present · 4 yearsAlpharetta, GA · Adviser representative · Firm CRD 317373
- Wells Fargo Clearing Services, LLC– · 3 yearsAlpharetta, GA · Adviser representative · Firm CRD 19616
- Suntrust Advisory Services, Inc.– · under a yearBuford, GA · Adviser representative · Firm CRD 283390
Investment adviser representative registrations
Kellie Borror is registered as an investment adviser representative in Georgia, since September 2022.
- GeorgiaSince 27 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 August 2017 |
| Series 7 | General Securities Representative Examination | 18 July 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kellie Marie Borror
- CRD
- 6807290
- Firm
- Daner Wealth Management · CRD 317373
- Office
- 11475 GREAT OAKS WAY, SUITE 340, Alpharetta, GA 30022
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Kellie Borror work?
Kellie Borror is an investment adviser representative registered through Daner Wealth Management, LLC since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kellie Borror a financial advisor?
Yes. Kellie Borror has a current investment-adviser registration in Georgia, through Daner Wealth Management since September 2022.
How many years of experience does Kellie Borror have?
Kellie Borror has 8 years in the financial industry, since January 2018, across 3 adviser firms.
What exams has Kellie Borror passed?
Kellie Borror has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2017. FINRA credited Kellie Borror with the SIE, which began in October 2018.
Where did Kellie Borror work before Daner Wealth Management?
Before Daner Wealth Management, Kellie Borror was registered through Wells Fargo Clearing Services, LLC, April 2018 to March 2022; Suntrust Advisory Services, Inc., August 2017 to April 2018.
Where is Kellie Borror based?
Kellie Borror’s registered office is in Alpharetta, GA.
Is Kellie Borror registered with FINRA?
No. Kellie Borror has no current broker registration.
How can I verify Kellie Borror’s record?
Search CRD 6807290 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kellie Borror’s full registration record.
