Thomas Henry Kelley

Employer firm

Kinetic Investment Management, Inc. CRD 283034

$451M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 05/2021
  Sgl Financial, Llc
  Manchester, NH
• 06/1999 → Present
  Active House Buyer, Llc
  Ma, NH
• 01/2013 → Present
  Terra Firma Financial Advisory (F/K/A Smrs Financial Advisory)
  Manchester, NH
• 05/2021 → Present
  Kinetic Investment Management, Inc.
  Manchester, NH

Previous Registrations

• 2015-11-24 → 2021-05-12
  Sgl Financial, Llc
  Manchester, NH

Other Businesses

Mr. Kelley is a licensed insurance agent and when appropriate offers and sells insurance products and services to his clients. These products and services pay commissions which may create a conflict of interest. This fact is fully disclosed on Mr. Kelley's ADV 2B filing and client are never forced to purchase these products or services as a condition for Mr. Kelley also offering advisory services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-22