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Scott Thomas Iles

KELLY FINANCIAL GROUP, LLC·WETHERSFIELD, Connecticut
Unclaimed Profile
100 GREAT MEADOW ROAD, WETHERSFIELD, CT 06109CRD# 3181158Firm CRD# 136372
01

About

Scott Thomas Iles is a registered financial advisor based in WETHERSFIELD, Connecticut, affiliated with KELLY FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
KELLY FINANCIAL GROUP, LLC
HAMMOND ILES WEALTH ADVISORS
AUM
$107M
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % FEE BASED ON ASSETS MANAGED BY A TPA
Regulatory
SEC/IARD CRD# 3181158
Firm CRD# 136372
No disclosures on file
View on FINRA BrokerCheck →

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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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