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Michael Daniel Kelly

Focus Partners Wealth, LLC

Wellelsey, MA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-09-16
  • MA RA
    APPROVED
    Since 2024-09-16

Branch Locations

93 Worcester Street, Wellelsey, MA 02481 • 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
The Colony Group Wellesley MA 08/2024 Present
Gmo Llc Boston MA 02/2016 09/2023
Unemployed Needham MA 10/2023 07/2024
  • 08/2024 → Present
    The Colony Group
    Wellesley, MA
  • 02/2016 → 09/2023
    Gmo Llc
    Boston, MA
  • 10/2023 → 07/2024
    Unemployed
    Needham, MA
Designations
Other Names
  • Michael D Kelly

View on SEC IAPD

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PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
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