Unclaimed Profile

David Linus Kelly

COMMONWEALTH EQUITY SERVICES, LLC·WALTHAM, Massachusetts

COMMONWEALTH EQUITY SERVICES, LLC

29 SAWYER ROAD, WALTHAM, MA 02453-3483CRD# 1597375Firm CRD# 8032

Profile Verification

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

Identity

David Linus Kelly · WALTHAM, MA

Registration

CRD #1597375 · COMMONWEALTH EQUITY SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

10 disclosures on file · See FINRA BrokerCheck for full record

About

David Linus Kelly is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with COMMONWEALTH EQUITY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

COMMONWEALTH EQUITY SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

AUM

$177.0B

Regulatory assets under management

Employees

4500

Total firm employees

View all advisors at COMMONWEALTH EQUITY SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 1597375

Firm CRD# 8032

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Linus Kelly offer?

David Linus Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.

What are David Linus Kelly's credentials?

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

Where is David Linus Kelly located?

David Linus Kelly is based in WALTHAM, Massachusetts, working with COMMONWEALTH EQUITY SERVICES, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does David Linus Kelly charge for services?

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

How large is COMMONWEALTH EQUITY SERVICES, LLC?

COMMONWEALTH EQUITY SERVICES, LLC has approximately 4500 employees and manages $177.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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