Kelsey
Brennan
Perennial Advisors Group, LLC
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About this Advisor
Kelsey Brennan is a certified financial planner working out of Westford, Massachusetts, with a total of 6 years of relevant experience. Brennan is currently employed by Perennial Advisors Group, LLC. Throughout their career, Brennan has worked at Perennial Advisors Group, LLC and Student. Brennan has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Massachusetts and Texas. Perennial Advisors Group, LLC is a registered investment business based in Westford, MA. It controls $261 million in assets between its 735 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 735 customer accounts, 54% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules depend on which services the firm provides the client. However, fees billed by Perennial Advisors Group, LLC can include hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Perennial Advisors Group, LLC Brokerage Details
$261,220,453
4
735
$355,402
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kelsey Brennan Work History
Kelsey has been registered as a financial advisor for 6 years.*
Perennial Advisors Group, LLC
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
