Kelli Haugh
Partner at Aca Group
Based in Boca Raton, United States
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Seniority
C-Team
Department
General Business & Management
Location
Boca Raton
Industry
Business Consulting and Services
Company size
1.6K
Contact information
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k•••••••@acaglobal.com
Phone
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Background
About Kelli Haugh
Ms. Haugh is a Partner at ACA Group, overseeing the wealth management compliance consulting practice. For nearly 20 years, she has provided strategic and regulatory guidance to investment advisors under the investment advisers Act of 1940 and state securities laws. She assists investment advisers of diverse complexities with regulatory examinations, annual compliance reviews, mock examinations, and has successfully launched new registrants and Exempt Reporting Advisers as part of her leadership of ACA's advisory practice. Ms. Haugh was previously a Partner with Dew, Foxman & Haugh, PLLC, concentrating on corporate and securities law. She holds the Accredited Investment Fiduciary® (AIF®) and Certified Securities Compliance Professional® (CSCP®) designations, and has held the Series 65 exam.
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