Kelsey Lillian Strait

Current Employers

Employment History

• 05/2014 → 03/2018
  Commonwealth Financial Network
  Waltham, MA
• 04/2018 → 11/2021
  Cantella & Co., Inc.
  Boston, MA
• 11/2021 → Present
  Lpl Financial, Llc
  Boston, MA
• 11/2021 → 11/2023
  Flagship Harbor Advisors, Llc
  Boston, MA
• 11/2023 → Present
  Flagship Harbor Advisors, Llc
  Boston, MA

Previous Registrations

• 2018-04-13 → 2021-11-15
  Cantella & Co., Inc.
  Malden, MA
• 2016-07-18 → 2018-04-03
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. 11/15/2021 - Flagship Harbor Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 1/21/2022 - Munroe Morrow Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/15/2021 - 40 Hours Per Month/30 Hours During Securities Trading. 3. 1/27/2022 - Flagship Harbor Advisors, LLC - DBA: (Hybrid) Munroe Morrow Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Registered Licensed Admin. - Started 11/15/2021 - 40 Hours Per Month/30 Hours During Securities Trading - I provide administrative support to Flagship Harbor Advisors, LLC, an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-27