Kelly Doherty has been an investment adviser representative at Market Street Wealth Management since October 2012, and is not listed among the firm’s executive officers or direct owners.
Market Street Wealth Management, LLC is a West Chester, PA firm with $837M under management, 1,052 clients and 10 advisers across 7 offices, as of its March 2026 filing.
Kelly Doherty’s longest registration is the current one, 14 years at Market Street Wealth Management since 2012. Before joining Market Street Wealth Management in 2012, Kelly Doherty was registered through Ameriprise Financial Services, Inc.
- – present · 14 yearsWest Chester, PA · Adviser representative · Firm CRD 155157
- Ameriprise Financial Services, Inc.– · 4 yearsPlymouth Meeting, PA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Kelly Doherty is registered as an investment adviser representative in Pennsylvania, since October 2012.
- PennsylvaniaSince 19 October 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 10 July 2007 |
| Series 66 | Uniform Combined State Law Examination | 5 June 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Kelly Livesey Doherty
- CRD
- 5155742
- Firm
- Market Street Wealth Management · CRD 155157
- Office
- 999 WEST CHESTER PIKE, SUITE 202, West Chester, PA 19382
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kelly Doherty work?
Kelly Doherty is an investment adviser representative registered through Market Street Wealth Management, LLC since October 2012, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Doherty a financial advisor?
Yes. Kelly Doherty has a current investment-adviser registration in Pennsylvania, through Market Street Wealth Management since October 2012.
How many years of experience does Kelly Doherty have?
Kelly Doherty has 19 years in the financial industry, since October 2007, across 2 adviser firms.
What exams has Kelly Doherty passed?
Kelly Doherty has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in June 2007. FINRA credited Kelly Doherty with the SIE, which began in October 2018.
Where did Kelly Doherty work before Market Street Wealth Management?
Before Market Street Wealth Management, Kelly Doherty was registered through Ameriprise Financial Services, Inc., July 2007 to November 2011.
Where is Kelly Doherty based?
Kelly Doherty’s registered office is in West Chester, PA.
Is Kelly Doherty registered with FINRA?
Yes. Kelly Doherty has a current broker registration, under CRD 5155742.
Source: FINRA BrokerCheck
How can I verify Kelly Doherty’s record?
Search CRD 5155742 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kelly Doherty’s full registration record.
