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Kate Elisabeth Chilson

Mg Financial LLC

Braintree, MA

CRD 7245220

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Employer firm

Mg Financial LLC CRD 107649

$1.13B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

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

Current Employers
Mg Financial Llc

30 Braintree Hill Office Park Suite 104, Braintree, MA 02184 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-14
  • MA RA
    APPROVED
    Since 2025-11-14

Branch Locations

30 Braintree Hill Office Park Suite 104, Braintree, MA 02184 • 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
Mg Financial Llc Braintree MA 10/2002 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-05
  • S65 Uniform Investment Adviser Law Examination
    2025-11-05

View on SEC IAPD

Nearby Firms

NAPIER FINANCIAL
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
GREAT VALLEY ADVISOR GROUP, LLC

Nearby Investors

Dante Marco Coppola
ADAM J DANI
ALEXANDER GREGORY WEISS

Nearby Offices

NAPIER FINANCIAL · BRAINTREE, MA
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BRAINTREE, MA
GREAT VALLEY ADVISOR GROUP, LLC · BRAINTREE, MA

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