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Scott Thomas Iles

KELLY FINANCIAL GROUP, LLC·WETHERSFIELD, Connecticut
SIE, Series 6, Series 7, Series 63, Series 65Clean record21 years registeredKELLY FINANCIAL GROUP, LLC
100 GREAT MEADOW ROAD, WETHERSFIELD, CT 06109CRD# 3181158Firm CRD# 136372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Thomas Iles · WETHERSFIELD, CT
Registration
CRD #3181158 · KELLY FINANCIAL GROUP, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

Jul 2005present
KELLY FINANCIAL GROUP
Jan 2005Sep 2005
WETHERSFIELD, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 6, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KELLY FINANCIAL GROUP, LLC
CRD 136372 · SEC 801-64528
AUM
$107M
Regulatory assets under management
Employees
11
431 client accounts
Services offered by KELLY FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Scott Thomas Iles offer?
Scott Thomas Iles specializes in Financial Planning, Investment Management. Contact their office in WETHERSFIELD, Connecticut for a consultation.
What are Scott Thomas Iles's credentials?
Scott Thomas Iles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Thomas Iles located?
Scott Thomas Iles is based in WETHERSFIELD, Connecticut, working with KELLY FINANCIAL GROUP, LLC. Their office serves clients in the WETHERSFIELD metropolitan area and surrounding communities.
How does Scott Thomas Iles charge for services?
Scott Thomas Iles's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % fee based on assets managed by a tpa. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KELLY FINANCIAL GROUP, LLC?
KELLY FINANCIAL GROUP, LLC has approximately 11 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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