Unclaimed Profile

Robert Kelly

TRUST ADVISORY GROUP LTD·READING, Massachusetts

SIE, Series 7, Series 24, Series 66, Series 99Clean record6 years registeredTRUST ADVISORY GROUP LTD

123 HAVEN ST, READING, MA 01867CRD# 5899947Firm CRD# 106926

Profile Verification

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

Identity

Robert Kelly · READING, MA

Registration

CRD #5899947 · TRUST ADVISORY GROUP LTD · 6 years registered

Brand Profile

Not yet started

Career History

STONEX SECURITIES INC.

Mar 2025 – present

TRUST ADVISORY GROUP LTD

Aug 2019 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99

Registration record

First registered · August 21, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUST ADVISORY GROUP LTD

CRD 106926 · SEC 801-46919

AUM

$560M

Regulatory assets under management

Employees

2,056 client accounts

Services offered by TRUST ADVISORY GROUP LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUST ADVISORY GROUP LTD →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in READING?

Browse all registered financial advisors in READING, Massachusetts or claim this profile if it's yours.

Browse READING Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →