Vera Kelsey-watts
Investment adviser representative at Saltbox Financial LLC
12 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$104.6MFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Saltbox Financial LLCJan 2014 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 5 states (ID, MA, NC, NH, TX).
Saltbox Financial LLC
$104.6MAssets managed
50Clients
5Advisers
Under 1 yearIn 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
- 6276017
- Firm CRD
- 130882