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Robert Kelly

TRUST ADVISORY GROUP LTD·READING, Massachusetts
Unclaimed Profile
123 HAVEN ST, READING, MA 01867CRD# 5899947Firm CRD# 106926
01

About

Robert Kelly is a registered financial advisor based in READING, Massachusetts, affiliated with TRUST ADVISORY GROUP LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRUST ADVISORY GROUP LTD
TRUST ADVISORY GROUP LTD
AUM
$560M
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at TRUST ADVISORY GROUP LTD →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5899947
Firm CRD# 106926
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Kelly offer?
Robert Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in READING, Massachusetts for a consultation.
What are Robert Kelly's credentials?
Robert Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Kelly located?
Robert Kelly is based in READING, Massachusetts, working with TRUST ADVISORY GROUP LTD. Their office serves clients in the READING metropolitan area and surrounding communities.
How does Robert Kelly charge for services?
Robert Kelly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUST ADVISORY GROUP LTD?
TRUST ADVISORY GROUP LTD has approximately 43 employees and manages $560M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in READING
Marc Todd Caras — SENTINEL PENSION ADVISORS INCWilliam Henry Mccance — TRUST ADVISORY GROUP LTDSusan Marie Lemoine — TRUST ADVISORY GROUP LTD
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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