Robert
Kelley

Mma Securities LLC

CRD#2312955
Investment Advisor
in Boston, MA

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About this Advisor

Robert Kelley is a financial advisor based in Boston, Massachusetts, working with Mma Securities LLC. Robert has previously held positions at L.M. Kohn & Company, Retirement Educators, Workplace Financial Advisors, LLC, John Hancock Rps, and Mma Securities. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Robert is part of Mma Securities LLC, which operates out of Boston, Massachusetts. The firm has 27 offices and 181 employees. The services offered by the firm include pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Mma Securities LLC includes hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Hourly Charges, Fixed Fees, Commissions, Others

Office Location

101 Huntington Ave Suite 401
Boston, MA 02199

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Mma Securities LLC Brokerage Details

Total Number of Employees

181

MA Average: 88

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Robert Kelley Work History

2019 - Present (6 years)

Mma Securities

2018 - Present (7 years)

Workplace Financial Advisors, LLC

2018 - Present (7 years)

Workplace Financial Advisors, LLC

2017 - 2018 (1 year)

John Hancock Rps

2006 - 2017 (11 years)

L.M. Kohn & Company

2005 - 2016 (11 years)

Retirement Educators

2005 - 2016 (11 years)

Retirement Educators

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Kelley 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 Mma Securities LLC

Karen Wilhelms
Boston, MA
Matthew Posteuca
Minneapolis, MN
Cody Lippert
San Diego, CA
Jennifer Sahady
Boston, MA
Taylor Clark
Austin, TX
Dylan Cooke
San Diego, CA
Bradley Altman
Dallas, TX
Joshua Condron
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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