Unclaimed Profile

Scott Richard Solod

KELLY FINANCIAL GROUP, LLC·WETHERSFIELD, Connecticut

SIE, Series 6, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record23 years registeredKELLY FINANCIAL GROUP, LLC

100 GREAT MEADOW ROAD, WETHERSFIELD, CT 06109CRD# 2116968Firm CRD# 136372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Richard Solod · WETHERSFIELD, CT

Registration

CRD #2116968 · KELLY FINANCIAL GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

HAMMOND ILES WEALTH ADVISORS

Oct 2024 – present

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

Apr 2024 – Apr 2024

WASHINGTON, DC

HAMMOND ILES WEALTH ADVISORS

May 2022 – Apr 2024

Burlington, VT

ESI FINANCIAL ADVISORS

Oct 2016 – Apr 2022

MONTPELIER, VT

SANTANDER SECURITIES

Jun 2015 – Oct 2016

DORCHESTER, MA

SIGNATOR INVESTORS, INC.

Nov 2013 – May 2015

BOSTON, MA

COMMONWEALTH FINANCIAL NETWORK

Mar 2011 – Oct 2013

WALTHAM, MA

FINACORP SECURITIES

Aug 2003 – Nov 2003

NEWPORT BEACH, CA

CREDIT UNION BROKERAGE SERVICES,INC.

Jan 2003 – Aug 2003

AUBURN, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · January 7, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KELLY FINANCIAL GROUP, LLC

CRD 136372 · SEC 801-64528

AUM

$107M

Regulatory assets under management

Employees

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

View all advisors at KELLY FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Richard Solod offer?

Scott Richard Solod specializes in Financial Planning, Investment Management. Contact their office in WETHERSFIELD, Connecticut for a consultation.

What are Scott Richard Solod's credentials?

Scott Richard Solod is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Richard Solod located?

Scott Richard Solod 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 Richard Solod charge for services?

Scott Richard Solod'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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