Kelsey Mchugh Sullivan
Investment adviser representative at Choate Investment Advisors
10 yearsExperience
1 stateRegistered in
CFADesignation
$10BFirm assets
Are you Kelsey Mchugh Sullivan? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Choate Investment AdvisorsMar 2024 to now
- Putnam Investments (franklin Templeton)May 2019 to Feb 2024
- Capital GroupMay 2016 to Apr 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Choate Investment Advisors
Legal name: Choate Investment Advisors LLC
$10BAssets managed
653Clients
15Advisers
29 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
- 6647411
- Firm CRD
- 106109