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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Adams is a financial advisor with The Colony Group, LLC. Kelli has been in the financial services industry since 2005. She has a Series 7, Series 66, and SIE license. Kelli is also a Certified Financial Planner. Her firm is headquartered in Boston, Massachusetts. Kelli specializes in financial planning, portfolio management, and insurance solutions. Kelli has extensive experience working with high-net-worth individuals, families, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MA
03/06/2024 - Present
THE Colony Group, LLC (Wellesley MA)
MA
11/11/2005 - 12/05/2023
GW & WADE ASSET MANAGEMENT COMPANY, LLC (WELLESLEY MA)
BOTH
Issued 05/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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