Kelly Crago
Professional summary
Kelly Crago, who also goes by Kelly Crago, Kelly Lauren Halsor, Kelly Halsor, is a registered financial professional currently at BMO CAPITAL MARKETS CORP. located in New York, New York.
Kelly is registered as a RR (Registered Representative) and started their career in finance in 2009. Kelly has worked at 6 firms and has passed the Series 63, Series 57TO, SIE, Series 16, Series 87, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kelly Crago's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 6, 2026 - Present
BMO CAPITAL MARKETS CORP.
Office #1: 151 West 42nd St, New York, NY 10036August 14, 2018 - March 17, 2026
CITIGROUP GLOBAL MARKETS INC.
March 12, 2014 - August 13, 2018
THE BUCKINGHAM RESEARCH GROUP INCORPORATED
January 2, 2013 - March 21, 2014
BB&T SECURITIES, LLC
June 15, 2010 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
January 13, 2009 - April 27, 2010
KELLOGG CAPITAL MARKETS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/6/2026)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 6/18/2009
Limited Representative-Equity Trader ExamFINRA
NYSE American LLC
New York Stock Exchange
Current Firm
BMO CAPITAL MARKETS CORP.
CRD#: 16686 / SEC#: 801-73047, 8-34344
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BMO FINANCIAL CORP. | SHAREHOLDER | |
| BRICKLEY, THOMAS JOHN | FINANCIAL AND OPERATIONS PRINCIPAL | 3028843 |
| ESTEY, WARREN FRANCIS | MANAGING DIRECTOR, INVESTMENT BANKING | 3114183 |
| FORLENZA, MICHAEL | HEAD, CHIEF OPERATING OFFICER | 5886049 |
| KAHRAMAN, LEVENT | MANAGING DIRECTOR, GLOBAL MARKETS | 2802822 |
| WALISEVER, ARI | CHIEF COMPLIANCE OFFICER | 4425793 |
| WOODWARD, JOEL EDWARD | CHIEF FINANCIAL OFFICER | 5467904 |
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 1,210,751,477 |
Disclosures
| Regulatory Event | 46 |
| Civil Event | 1 |
Red Flags
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