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Kelley Roche Ellis

Welch & Forbes LLC

Boston, MA

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Current Employers
Welch & Forbes Llc

45 School Street, Boston, MA 02108 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-03
MA RA APPROVED 2024-05-22
  • TX RA
    APPROVED_RES
    Since 2025-10-03
  • MA RA
    APPROVED
    Since 2024-05-22

Branch Locations

45 School Street, Boston, MA 02108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sandy Cove Advisors, Llc Hingham MA 02/2016 04/2018
Prio Wealth Lp (Formerly Seaward Management Lp) Boston MA 04/2018 09/2022
Welch & Forbes Llc Boston MA 10/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-05
S63 Uniform Securities Agent State Law Examination 2007-12-21
  • S65 Uniform Investment Adviser Law Examination
    2015-02-05
  • S63 Uniform Securities Agent State Law Examination
    2007-12-21
Other Names
  • Kelley R Ellis
  • Kelley Ann Roche

View on SEC IAPD

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COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
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