Kelsey
Brennan
Perennial Advisors Group, LLC
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About this Advisor
Kelsey Brennan is a financial advisor based in Westford, Massachusetts, working with Perennial Advisors Group, LLC. Kelsey has previously held positions at Perennial Advisors Group, LLC and has experience as a student. Kelsey has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Kelsey is part of Perennial Advisors Group, LLC, which operates out of Westford, Massachusetts. The firm has 4 employees and manages assets totaling $287.1 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Perennial Advisors Group, LLC includes fixed fees.
Certifications and Registrations
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Perennial Advisors Group, LLC Brokerage Details
$287,080,002
4
732
$392,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kelsey Brennan Work History
Perennial Advisors Group, LLC
Student
Disclosures
Please visit the SEC profile of Kelsey Brennan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Perennial Advisors Group, LLC
Westford, MA
Westford, MA
Westford, MA
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