Lauren Madison

THE KELLY GROUP

Bel Air, MD 21014

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CRD#: 7431698

Professional summary

Lauren Madison, who also goes by Lauren Clem, is a registered financial advisor currently at THE KELLY GROUP located in Bel Air, Maryland.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Lauren has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren Clem

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 Lauren Madison'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

March 20, 2023 - Present

THE KELLY GROUP

Office #1: 48 East Gordon Street, Bel Air, MD 21014

RIA

CRD#: 310140

Bel Air, MD

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".

THE KELLY GROUP

KELLY FINANCIAL GROUP, LLC | THE KELLY GROUP

CRD#: 310140 / SEC#: 801-119450

RIA

Registered Investment Advisory firm - (10/2/2020 Approved)

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

Maryland
(3/20/2023)

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: 3/20/2023

Uniform Investment Adviser Law Examination

Current Firm

THE KELLY GROUP

KELLY FINANCIAL GROUP, LLC | THE KELLY GROUP

CRD#: 310140 / SEC#: 801-119450

RIA

Registered Investment Advisory firm - (10/2/2020 Approved)

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Contact information

Main Address

48 East Gordon Street, Bel Air, MD 21014

Mailing Address

Phone number

(410) 893-0560

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE KELLY GROUP - BROCHURE - MARCH 31, 2025 (3/31/2025)

THE KELLY GROUP - BROCHURE - NOVEMBER 27, 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,936
AUM (Assets Under Management)	$ 953,228,816

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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Lauren Madison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Madison's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE KELLY GROUP

Primary Firm SEC Registration

THE KELLY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/20/2023

Current Firm

THE KELLY GROUP

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE KELLY GROUP

TRUST BUT VERIFY

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