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Kelsey Lynn Brennan

PERENNIAL ADVISORS GROUP, LLC·WESTFORD, Massachusetts
Series 65Clean record9 years registeredPERENNIAL 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 · 9 years registered
Brand Profile
Not yet started
01

Career History

PERENNIAL ADVISORS GROUP, LLC
Jul 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 25, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PERENNIAL ADVISORS GROUP, LLC
CRD 128600 · SEC 801-62908
AUM
$287M
Regulatory assets under management
Employees
4
732 client accounts
Services offered by PERENNIAL ADVISORS GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PERENNIAL ADVISORS GROUP, LLC →
Introduction

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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 (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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