Scott Robert Kelley
Investment adviser representative at John Hancock Personal Financial Services, LLC
19 yearsExperience
2 statesRegistered in
$2.2BFirm assets
11 yearsFirm in business
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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
19 years in the industry.
- John Hancock Personal Financial Services, LLCJun 2026 to now
- John Hancock Distributors LLCJun 2026 to now
- John HancockMay 2026 to now
- Federated Global Investment Management corpMay 2022 to Apr 2026
- Federated Hermes, Inc.May 2022 to Apr 2026
- Federated Investment CounselingMay 2022 to Apr 2026
- Federated Securities CorpMay 2022 to Apr 2026
- Mdt Advisers, A Division of Federated Mdta LLCMay 2022 to Apr 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Apr 2022
- Usi Advisors, Inc.Nov 2019 to Jan 2020
- Usi Securities, Inc.Oct 2019 to Jan 2020
- Usi Consulting Group, Inc.Sep 2019 to Jan 2020
- UnemployedJun 2019 to Sep 2019
- Oppenheimerfunds Distributor, IncJan 2007 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MA, WA).
John Hancock Personal Financial Services, LLC
$2.2BAssets managed
35,589Clients
64Advisers
11 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
- 4645908
- Firm CRD
- 174433