Kelly Foss-root

MEASURED WEALTH PRIVATE CLIENT GROUP

PORTSMOUTH, NH 03801

Some features on this profile are disabled

CRD#: 3072553

Professional summary

Kelly Foss-root, who also goes by Kelly Ann Foss, is a registered financial advisor currently at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC located in Portsmouth, New Hampshire.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kelly has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly Ann Foss

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) RENTAL PROPERTY - WILD LINK RENTALS, LLC; EFFECTIVE 1/1/2020; APPROX. 8 HRS/MONTH (2) BOOKKEEPER; BOOKKEEPING - DAIRY QUEEN, OLD ORCHARD BEACH, MAINE; EFFECTIVE 5/15/2020; APPROX. 25-30 HRS/MONTH (MAY - SEPTEMBER); NON-INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Foss-root's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 10, 2017 - Present

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Office #1: 303 Islington Street, Portsmouth, NH 03801

RIA

CRD#: 170442

PORTSMOUTH, NH

Past

December 5, 2016 - November 21, 2019

IFS SECURITIES

CRD#: 40375

Portsmouth, NH

Past

November 6, 2013 - December 23, 2016

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

PORTSMOUTH, NH

Past

September 9, 2010 - October 30, 2013

SALEM ADVISORY GROUP LLC

RIA

CRD#: 145697

WELLS, ME

Past

June 28, 2010 - December 23, 2016

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

PORTSMOUTH, NH

Past

June 1, 2009 - July 15, 2010

MORGAN STANLEY

RIA

CRD#: 149777

PORTLAND, ME

Past

June 1, 2009 - July 15, 2010

MORGAN STANLEY

CRD#: 149777

PORTLAND, ME

Past

November 16, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

PORTLAND, ME

Past

October 24, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

PORTLAND, ME

Past

January 1, 2001 - October 26, 2006

VOYA RETIREMENT ADVISORS, LLC

RIA

CRD#: 3989

LEWISTON, ME

Past

September 28, 2000 - October 26, 2006

VOYA RETIREMENT ADVISORS, LLC

CRD#: 3989

LEWISTON, ME

Past

May 24, 2000 - September 28, 2000

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

October 2, 1998 - May 24, 2000

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

CRD#: 30107

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH

CRD#: 170442 / SEC#: 801-80056

RIA

Registered Investment Advisory firm - (7/18/2014 Approved)

Maine

Registered Investment Advisory firm - (8/11/2014 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/1/2014 Terminated)

New Hampshire

Registered Investment Advisory firm - (9/4/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Hampshire
(1/10/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/12/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/11/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/3/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/1/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH

CRD#: 170442 / SEC#: 801-80056

RIA

Registered Investment Advisory firm - (7/18/2014 Approved)

Maine

Registered Investment Advisory firm - (8/11/2014 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/1/2014 Terminated)

New Hampshire

Registered Investment Advisory firm - (9/4/2014 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

303 Islington Street, Portsmouth, NH 03801

Mailing Address

Phone number

(603) 431-1444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A - APPENDIX 1: WRAP FEE BROCHURE (3/27/2025)

FORM ADV PART 2A - FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,305
AUM (Assets Under Management)	$ 463,984,110

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

John Habig

MORGAN STANLEY

IAR

Rye, NH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kelly Foss-root

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Foss-root's CRS (Customer Relationship Summary).

Certified licenses

Experience

IFS SECURITIES

GROVE POINT INVESTMENTS, LLC

SALEM ADVISORY GROUP LLC

GROVE POINT INVESTMENTS, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

VOYA RETIREMENT ADVISORS, LLC

VOYA RETIREMENT ADVISORS, LLC

CITISTREET EQUITIES LLC

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

Primary Firm SEC Registration

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/2000

Series 63

Date: 8/11/1998

SIE

Date: 10/1/2018

Series 7

Date: 1/3/2007

Series 6

Date: 10/1/1998

Current Firm

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

TRUST BUT VERIFY

Similar Advisors