Stephanie Kelly has been an investment adviser representative at Renaissance Holdings since October 2026, and is not listed among the firm’s executive officers or direct owners.
Renaissance Holdings, LLC is a Ridgeland, MS firm with $147M under management, 343 clients and 2 advisers in one office, as of its July 2026 filing.
Stephanie Kelly’s longest registration is the current one, 3 years at Kelly Capital Group, LLC since 2023. Before joining Renaissance Holdings in 2026, Stephanie Kelly was registered through CWM, LLC.
- Renaissance AdvisorsCurrent– present · under a yearRidgeland, MS · Adviser representative · Firm CRD 175254
- Kelly Capital Group, LLCAlso current– present · 3 yearsJackson, MS · Adviser representative · Firm CRD 288475
- CWM, LLC– · under a yearJackson, MS · Adviser representative · Firm CRD 155344
Investment adviser representative registrations
Stephanie Kelly is registered as an investment adviser representative in 2 states. The first approvals date from February 2023; the most recent is Texas, in October 2026.
- MississippiSince 15 February 2023
- TexasSince 8 October 2026
Examinations
No examinations are on Stephanie Kelly’s record.
- Full name
- Stephanie Marie Kelly
- CRD
- 7620958
- Firm
- Renaissance Holdings · CRD 175254
- Office
- 602 STEED ROAD SUITE 110, Ridgeland, MS 39157
- Registration
- Investment adviser registration
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephanie Kelly work?
Stephanie Kelly is an investment adviser representative registered through Renaissance Holdings, LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Stephanie Kelly a financial advisor?
Yes. Stephanie Kelly has a current investment-adviser registration in Mississippi and Texas, through Renaissance Holdings since October 2026.
How many years of experience does Stephanie Kelly have?
Stephanie Kelly has 4 years in the financial industry, since August 2022, across 3 adviser firms.
Where did Stephanie Kelly work before Renaissance Holdings?
Before Renaissance Holdings, Stephanie Kelly was registered through CWM, LLC, August 2022 to February 2023.
Where is Stephanie Kelly based?
Stephanie Kelly’s registered office is in Ridgeland, MS.
Is Stephanie Kelly registered with FINRA?
No. Stephanie Kelly has no current broker registration.
How can I verify Stephanie Kelly’s record?
Search CRD 7620958 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Kelly’s full registration record.