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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

KELLY ELIZABETH KUBERA

Advisor at ALIGHT FINANCIAL ADVISORS, LLC

CHARLOTTE, NC | Venetia, PA

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Search this name across graphsid dfx:ria:813b6da0-0cc5-8eb3-0f23-e9491f32ef25

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Dec 5, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALIGHT FINANCIAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 21, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Sep 21, 2007
First registration: Dec 5, 2008
Dual registered: yes, broker-dealer
Other names: KELLY ELIZABETH MCDONNELL|KELLY ELIZABETH MCDONNELL
IAPD individual key: 5369079

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALIGHT FINANCIAL ADVISORS, LLC	Independent wealth	Nov 14, 2018	n/a	yes	Venetia, PA\|CHARLOTTE, NC	Current employment
STRAVA WEALTH	Former SEC adviser	Aug 1, 2018	Oct 9, 2018	no	PITTSBURGH, PA	Previous registration
ALIGHT FINANCIAL ADVISORS, LLC	Independent wealth	Jun 10, 2013	Jul 30, 2018	no	CHARLOTTE, NC	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jul 6, 2012	May 20, 2013	no	PITTSBURGH, PA	Previous registration
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC	Asset manager	Jan 7, 2011	Jun 1, 2012	no	BOSTON, MA	Previous registration
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.	Asset manager	Jan 7, 2011	Dec 31, 2011	no	NEW YORK, NY	Previous registration
FEDERATED SECURITIES CORP.	No RAUM reported	Nov 11, 2009	Jun 1, 2012	no	PITTSBURGH, PA\|WARRENDALE, PA	Previous registration
FEDERATED INVESTMENT COUNSELING	Institutional manager	Dec 5, 2008	Jun 1, 2012	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRAVA WEALTH	ALIGHT FINANCIAL ADVISORS, LLC	Oct 9, 2018	Nov 14, 2018	36	Firm change	RIA to RIA
ALIGHT FINANCIAL ADVISORS, LLC	STRAVA WEALTH	Jul 30, 2018	Aug 1, 2018	2	Firm change	RIA to RIA
PNC WEALTH MANAGEMENT	ALIGHT FINANCIAL ADVISORS, LLC	May 20, 2013	Jun 10, 2013	21	Firm change	Other
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC	PNC WEALTH MANAGEMENT	Jun 1, 2012	Jul 6, 2012	35	Firm change	Other
FEDERATED SECURITIES CORP.	FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.	Jun 1, 2012	Jan 7, 2011	-511	Channel change	Other
FEDERATED INVESTMENT COUNSELING	FEDERATED SECURITIES CORP.	Jun 1, 2012	Nov 11, 2009	-933	Channel change	Other
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.	MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC	Dec 31, 2011	Jan 7, 2011	-358	Channel change	Other

Relationships

Registered with (7)

→ ALIGHT FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 10, 2013 to Jul 30, 2018factForm ADV
→ STRAVA WEALTHRegistered adviserregistration: previous registration
Aug 1, 2018 to Oct 9, 2018factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 6, 2012 to May 20, 2013factForm ADV
→ FEDERATED INVESTMENT COUNSELINGRegistered adviserregistration: previous registration
Dec 5, 2008 to Jun 1, 2012factForm ADV
→ MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLCRegistered adviserregistration: previous registration
Jan 7, 2011 to Jun 1, 2012factForm ADV
→ FEDERATED SECURITIES CORP.Registered adviserregistration: previous registration
Nov 11, 2009 to Jun 1, 2012factForm ADV
→ FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.Registered adviserregistration: previous registration
Jan 7, 2011 to Dec 31, 2011factForm ADV

Dated events

No dated event names this entity yet.