Kaleel Investment Advisors, LLC

Kaleel Investment Advisors, LLC (CRD# 131216) is a financial advisory firm headquartered in Boston, MA. They manage $59,376,000 in 154 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $385,558
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Kaleel Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Tracy A. Shea
CRD#: 2914595
77 Franklin Street, Suite 501, Boston, MA 02110
96
Wealthminder
score

Tracy Shea (CRD# 2914595) is an Investment Advisor Representative working at Kaleel Investment Advisors, LLC in Boston, MA and has over 5 years of experience in the finance industry. Tracy Shea has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Muhammed M. Kaleel
CRD#: 263349
77 Franklin St., Suite # 509, Boston, MA 02110
93
Wealthminder
score

Muhammed Kaleel (CRD# 263349) is an Investment Advisor Representative working at Kaleel Investment Advisors, LLC in Boston, MA and has over 23 years of experience in the finance industry.

3
Sean C. Kelly
CRD#: 2777457
77 Franklin St. # 509, Boston, MA 02110
93
Wealthminder
score

Sean Kelly (CRD# 2777457) is an Investment Advisor Representative working at Kaleel Investment Advisors, LLC in Boston, MA and has over 18 years of experience in the finance industry.

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