Maryelizabeth Conlon-Kesse, financial advisor Boston MA
93 score

Maryelizabeth Conlon-Kesse

CRD Number: 1327810
Current Firm: Reynders, Mcveigh Capital Management, LLC

Maryelizabeth Conlon-Kesse (CRD# 1327810) is an Investment Advisor Representative working at Reynders, Mcveigh Capital Management, LLC in Boston, MA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Penobscot Investment Management Company, Inc. Boston, MA Mar 2009 - Current 7
Merrill Lynch Boston, MA Sep 2008 - Mar 2009 < 1
Ubs Financial Services Boston, MA Apr 1992 - Jul 2008 16
Ubs Financial Services Inc. Boston, MA Jun 1992 - Jun 2008 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1989
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Maryelizabeth Conlon-Kesse
Phone Number: 617-226-9999
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,198
    MILLIONS
  • Total Number of Accounts
    1,163
    ACCOUNTS
  • Average Account Value
    $1,030,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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