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Michael Daniel Kelly is a financial_advisor professional located in Wellelsey, MA. They specialize in financial advisory.
Michael Daniel Kelly - Focus Partners Wealth, Llc holds an active professional license (FINRA CRD) for your protection.
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Michael Daniel Kelly operates Focus Partners Wealth, LLC, a financial advisory firm based in Wellesley, Massachusetts. The firm holds a FINRA CRD license number 5764815, which enables it to offer financial advisory services under regulatory oversight. The business serves clients seeking wealth management and financial planning guidance in the greater Boston area.
The FINRA CRD (Central Registration Depository) license indicates that Michael Daniel Kelly and Focus Partners Wealth, LLC are registered with the Financial Industry Regulatory Authority. This registration means the advisor and firm operate under FINRA's regulatory framework, which establishes standards for securities transactions, client communications, and business conduct. FINRA registration provides clients with access to dispute resolution mechanisms and demonstrates that the firm meets baseline compliance requirements for offering investment advice and related financial services.