Kelsey Lynn Brennan
Investment adviser representative at Perennial Advisors Group, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$397.4MFirm assets
Are you Kelsey Lynn Brennan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Perennial Advisors Group, LLCJun 2015 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Perennial Advisors Group, LLC
$397.4MAssets managed
191Clients
3Advisers
22 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
- 6266957
- Firm CRD
- 128600