Unclaimed Profile

Kelly Anne Morgan

PRIO WEALTH LIMITED PARTNERSHIP·BOSTON, Massachusetts

Series 65Clean record17 years registeredPRIO WEALTH LIMITED PARTNERSHIP

FRANKLIN STREET, BOSTON, MA 02110CRD# 1191087Firm CRD# 105058

Profile Verification

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

Identity

Kelly Anne Morgan · BOSTON, MA

Registration

CRD #1191087 · PRIO WEALTH LIMITED PARTNERSHIP · 17 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Jan 2025 – present

PRIO WEALTH LP

Sep 2008 – Feb 2025

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 22, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIO WEALTH LIMITED PARTNERSHIP

CRD 105058 · SEC 801-31805

AUM

$3.7B

Regulatory assets under management

Employees

1,765 client accounts

Services offered by PRIO WEALTH LIMITED PARTNERSHIP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRIO WEALTH LIMITED PARTNERSHIP →

Introduction

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Frequently Asked Questions

What services does Kelly Anne Morgan offer?

Kelly Anne Morgan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Kelly Anne Morgan's credentials?

Kelly Anne Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Anne Morgan located?

Kelly Anne Morgan is based in BOSTON, Massachusetts, working with PRIO WEALTH LIMITED PARTNERSHIP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Kelly Anne Morgan charge for services?

Kelly Anne Morgan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIO WEALTH LIMITED PARTNERSHIP?

PRIO WEALTH LIMITED PARTNERSHIP has approximately 28 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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