Kelli GrewCRD Number: 6100911
Current Firm: Aafcpas Wealth Management
Kelli Grew (CRD# 6100911) is an Investment Advisor Representative working at Aafcpas Wealth Management in Wellesley, MA and has over 3 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Highsight, LLC||Wellesley, MA||Jul 2012 - Current||4|
|Alexander, Aronson, Finnng & Co, C||Westborough, MA||Feb 2011 - Current||5|
|Cape Cod Five Savings Bank||Orleans, MA||Aug 2010 - Feb 2011||< 1|
|Unemployed||Dover, NH||Aug 2009 - Aug 2010||1|
|Hill Holliday||Boston, MA||Jun 2009 - Aug 2009||< 1|
|Unemployed||Dover, NH||May 2008 - Jun 2009||1|
|Tanorama Suntanning Center||Dover, NH||Sep 2007 - May 2008||< 1|
|Unemployed||Dover, NH||Aug 2006 - Sep 2007||1|
|Nata's Noodles/montillio's Bakery||South Dennis, MA||Sep 2004 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management163MILLIONS
Total Number of Accounts430ACCOUNTS
Average Account Value$379,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, MA, NH
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