Kelli Grew, financial advisor Wellesley MA
89 score

Kelli Grew

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kelli M. Grew
Phone Number: 781-965-9100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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