Kelly M. Robertie
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kelly Marie Robertie, who also goes by Kelly Marie Robertie Miss, was a registered financial professional .
Kelly is a previously registered financial professional and started their career in finance in 2004. Kelly had worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 15, 2023 - May 27, 2025
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC
February 24, 2012 - August 7, 2012
FIDELITY BROKERAGE SERVICES LLC
January 14, 2011 - June 22, 2011
JOHN HANCOCK DISTRIBUTORS LLC
July 21, 2004 - June 14, 2006
AMUNDI DISTRIBUTOR US, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC
CRD#: 120766 / SEC#: 801-64149
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 1,679 |
| AUM (Assets Under Management) | $ 885,437,302 |
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.
