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Kelsey Lynn Brennan

PERENNIAL ADVISORS GROUP, LLC·WESTFORD, Massachusetts
Clean recordPERENNIAL ADVISORS GROUP, LLC
270 LITTLETON ROAD, WESTFORD, MA 01886CRD# 6266957Firm CRD# 128600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelsey Lynn Brennan · WESTFORD, MA
Registration
CRD #6266957 · PERENNIAL ADVISORS GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kelsey Lynn Brennan is a registered financial advisor based in WESTFORD, Massachusetts, affiliated with PERENNIAL ADVISORS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PERENNIAL ADVISORS GROUP, LLC
PERENNIAL ADVISORS GROUP, LLC
AUM
$287M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PERENNIAL ADVISORS GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 6266957
Firm CRD# 128600
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelsey Lynn Brennan offer?
Kelsey Lynn Brennan specializes in Financial Planning, Investment Management. Contact their office in WESTFORD, Massachusetts for a consultation.
What are Kelsey Lynn Brennan's credentials?
Kelsey Lynn Brennan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelsey Lynn Brennan located?
Kelsey Lynn Brennan is based in WESTFORD, Massachusetts, working with PERENNIAL ADVISORS GROUP, LLC. Their office serves clients in the WESTFORD metropolitan area and surrounding communities.
How does Kelsey Lynn Brennan charge for services?
Kelsey Lynn Brennan's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERENNIAL ADVISORS GROUP, LLC?
PERENNIAL ADVISORS GROUP, LLC has approximately 4 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PERENNIAL ADVISORS GROUP, LLC

David Allan Carpenter
WESTFORD, MA
Tyler Bruce Dostie
WESTFORD, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
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BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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