Kelly Foss-root
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 Saco, Maine. 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kelly Ann Foss
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Contact Information
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Disclosures on record.
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Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH
Contact Information
Main Address
14 Sagamore Road, Rye, NH 03870Phone Number
(603) 431-1444# of Employees
14SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,399AUM (Assets Under Management)
$528,341,951Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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PFS INVESTMENTS INC.
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Primary Firm SEC Registration
MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH
State Registrations and Notice Filings
(12/10/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1998About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Kelly Foss-root's CRS (Customer Relationship Summary).
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