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Robert Gregory Hammond

Investment adviser representative at Hammond Iles Wealth Advisors
26 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$474.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

26 years in the industry.

  1. Purshe Kaplan Sterling InvestmentsApr 2022 to now
  2. Hammond Iles Wealth AdvisorsJul 2005 to now
  3. Kelly Financial Group, LLC dba Hammond Iles Wealth AdvisorsFeb 2000 to now
  4. Ceros Financial Services, Inc.Mar 2016 to Mar 2022

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 3 states (CT, TX, VA).

Hammond Iles Wealth Advisors

Legal name: Kelly Financial Group, LLC

$474.9MAssets managed
982Clients
5Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4019419
Firm CRD
136372
Advisor's SEC record (opens in a new tab)
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