Kelly S Lawson

Employer firm

The Putney Financial Group LLC CRD 111639

$205M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• 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

• 09/2008 → 09/2016
  Presidio Wealth Management
  San Francisco, CA
• 02/2011 → 09/2016
  Presidio Merchant Partners Llc
  San Francisco, CA
• 08/2018 → Present
  Putney Financial Group
  San Rafael, CA
• 08/2018 → Present
  Portsmouth Financial Services Inc.
  San Francisco, CA
• 09/2016 → 08/2018
  Self Employed - Philanthropic And Ministry Work
  Forest Knolls, CA
• 12/2024 → Present
  Arete Wealth Mangagement
  Chicago, IL

Previous Registrations

• 2018-08-16 → 2019-06-24
  Portsmouth Financial Services
  San Rafael, CA
  San Francisco, CA
• 2008-10-28 → 2016-10-03
  Presidio Capital Advisors Llc
  San Francisco, CA
• 2004-05-04 → 2008-10-22
  Presidio Capital Advisors, Llc
  San Francisco, CA
  San Francisco, CA
• 2003-08-18 → 2004-05-05
  Banc Of America Investment Services, Inc.
  San Francisco, CA
• 2002-08-16 → 2003-08-20
  Banc Of America Securities Llc
  San Francisco, CA

Other Businesses

IA with Putney Financial Group. Full time. San Geronimo Community Church (non-profit organization). spgchurch.org, 415-488-1757. Position: Treasurer 3 hours per week. No Compensation. Fixed Insurance sales, Insurance Agent; Atlanta, GA; 3 hours per month during trading hours; Start Date: 5/2026. Portsmouth Financial Services dba.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-15
• S63 Uniform Securities Agent State Law Examination
  1995-10-26

Other Names

• Kelly S Otoole
• Kelly Suellyn Otoole
• Kelly Syellyn Otoole
• Kelly Suellyn Otoole