Unclaimed Profile

Mark Thomas Kelly

WESTON FINANCIAL GROUP INC·WELLESLEY, Massachusetts

Series 710 years registeredWESTON FINANCIAL GROUP INC

100 WILLIAM ST, WELLESLEY, MA 02481CRD# 2670070Firm CRD# 110407

Profile Verification

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

Identity

Mark Thomas Kelly · WELLESLEY, MA

Registration

CRD #2670070 · WESTON FINANCIAL GROUP INC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WESTON FINANCIAL GROUP INC

WASHINGTON TRUST ADVISORS

Aug 2019 – Jan 2022

WELLESLEY, MA

BAINCO INTERNATIONAL INVESTORS LLC

Jan 2016 – Dec 2018

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · January 26, 2016

Years registered · 10

Disclosure History

2015Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WASHINGTON TRUST ADVISORS, INC.

CRD 110407 · SEC 801-18403

AUM

$1.9B

Regulatory assets under management

Employees

1,414 client accounts

Services offered by WASHINGTON TRUST ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WASHINGTON TRUST ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Mark Thomas Kelly offer?

Mark Thomas Kelly specializes in Financial Planning, Investment Management.

What are Mark Thomas Kelly's credentials?

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

Where is Mark Thomas Kelly located?

Mark Thomas Kelly is based in WELLESLEY, Massachusetts, last registered with WESTON FINANCIAL GROUP INC.

How does Mark Thomas Kelly charge for services?

Mark Thomas Kelly'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 WESTON FINANCIAL GROUP INC?

WESTON FINANCIAL GROUP INC has approximately 19 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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