Vera Kelsey-watts

SALTBOX FINANCIAL LLC

Amesbury, MA 01913

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CRD#: 6276017

Professional summary

Vera Kelsey-watts, CFP® is a registered financial advisor currently at SALTBOX FINANCIAL LLC located in Amesbury, Massachusetts.

Vera is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Vera has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vera Kelsey-watts's 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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

February 19, 2014 - Present

SALTBOX FINANCIAL LLC

Office #1: 110 Haverhill Rd. Suite 307, Amesbury, MA 01913

RIA

CRD#: 130882

Amesbury, MA

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

Idaho
(3/6/2025)

IAR

Massachusetts
(2/19/2014)

IAR

New Hampshire
(7/27/2017)

IAR

North Carolina
(5/2/2025)

IAR

Texas
(9/8/2021)

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: 2/18/2014

Uniform Investment Adviser Law Examination

Current Firm

SALTBOX FINANCIAL LLC

CHARLO MAURER | SALTBOX FINANCIAL LLC | PEACE OF MONEY LLC | PEACE OF MONEY

CRD#: 130882 / SEC#:

Colorado

Registered Investment Advisory firm - (11/27/2024 Approved)

Idaho

Registered Investment Advisory firm - (2/25/2025 Approved)

Louisiana

Registered Investment Advisory firm - (10/13/2023 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/16/1999 Approved)

New Hampshire

Registered Investment Advisory firm - (7/27/2017 Approved)

North Carolina

Registered Investment Advisory firm - (5/1/2025 Approved)

Texas

Registered Investment Advisory firm - (9/1/2021 Conditional Restricted)

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).

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Contact information

Main Address

110 Haverhill Rd. Suite 307, Amesbury, MA 01913

Mailing Address

Phone number

(978) 572-2071

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	184
AUM (Assets Under Management)	$ 84,931,055

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.

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Vera Kelsey-watts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vera Kelsey-watts's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALTBOX FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/18/2014

Current Firm

SALTBOX FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SALTBOX FINANCIAL LLC

TRUST BUT VERIFY

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