Shane Patrick Kelly

Employer firm

Mayport Wealth Management CRD 288215

$695M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2018 → 08/2018
  Putnam Investments
  Andover, MA
• 06/2016 → 09/2017
  Boston Red Sox
  Boston, MA
• 06/2017 → 08/2017
  Suffolk District Attorney's Office
  Boston, MA
• 06/2019 → 08/2019
  Unemployed
  N/A, MA
• 09/2019 → 08/2022
  Putnam Investments/Putnam Retail Management
  Andover, MA
• 08/2022 → 06/2023
  Harbourvest Partners
  Boston, MA
• 08/2015 → 05/2019
  Boston College
  Boston, MA
• 07/2023 → Present
  Mayport Wealth Management
  Newton, MA

Previous Registrations

• 2020-01-15 → 2022-08-18
  Putnam Investment Management, Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2019-12-18

Designations

• Certified Financial Planner
• Chartered Financial Analyst