Kelli GrewCRD Number: 6100911
Current Firm: Aafcpas Wealth Management
Kelli Grew (CRD# 6100911) is an Investment Advisor Representative working at Aafcpas Wealth Management in Westborough, MA and has over 4 years of experience in the finance industry. Kelli Grew 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.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
Commonwealth Financial Network
|Highsight, Llc Dba Aafcpas Wealth Management||Westborough, MA||Jul 2012 - Current||5|
|Alexander, Aronson, Finnng & Co, C||Westborough, MA||Feb 2011 - Jul 2012||1|
|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|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management193MILLIONS
Total Number of Accounts380ACCOUNTS
Average Account Value$508,421
- 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
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