Robert Kelly, financial advisor Woburn MA

Robert Kelly

CRD Number: 5899947
Current Firm: Trust Advisory Group Ltd

Robert Kelly (CRD# 5899947) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Woburn, MA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Advisory Group Equity Services Woburn, MA Jan 2011 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Robert Kelly
Phone Number: 781-933-6100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    560
    MILLIONS
  • Total Number of Accounts
    2,056
    ACCOUNTS
  • Average Account Value
    $272,554
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA

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