Robert Kelley, financial advisor Boston MA

Robert Kelley

CRD Number: 2312955
Current Firm: Mma Securities LLC

Robert Kelley (CRD# 2312955) is an Investment Advisor Representative working at Mma Securities LLC in Boston, MA and has over 31 years of experience in the finance industry.

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Lido
Company Name Location Dates Years
Mma Securities Boston, MA Dec 2019 - Current 4
Workplace Financial Advisors, LLC Auburndale, MA Aug 2018 - Current 5
Workplace Financial Advisors, LLC Auburndale, MA Jun 2018 - Current 5
John Hancock Rps Westwood, MA Dec 2017 - Jun 2018 < 1
L.m. Kohn & Company Cincinnati, OH Jan 2006 - Dec 2017 11
Retirement Educators Norfolk, MA Oct 2005 - Dec 2016 11
Retirement Educators Norfolk, MA Oct 2005 - Dec 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Robert M. Kelley
Phone Number: 212-345-5000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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