Skip to content

Kelly Graff

Investment adviser representative at Commonwealth Financial Planners in Roswell, GA

Investment adviser registrationUpdated

Kelly Graff is an investment adviser representative at Commonwealth Financial Planners Inc, an investment adviser managing $228M, and works from its Roswell, GA office. Kelly Graff has been registered through Commonwealth Financial Planners since 11 July 2018 and has 8 years in the industry across 1 firm.

8
Years in industry
8
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Kelly Graff has been an investment adviser representative at Commonwealth Financial Planners since July 2018, and is not listed among the firm’s executive officers or direct owners.

Commonwealth Financial Planners Inc is a Roswell, GA firm with $228M under management, 132 clients and 2 advisers in one office, as of its March 2026 filing.

  1. – present · 8 years
    Roswell, GA · Adviser representative · Firm CRD 106831

Credentials and registrations

Investment adviser representative registrations

Kelly Graff is registered as an investment adviser representative in Georgia, since July 2018.

  • GeorgiaSince 11 July 2018

Examinations

No examinations are on Kelly Graff’s record.

Key facts

Full name
Kelly Marie Graff
CRD
6180823
Office
1033 CANTON STREET, Roswell, GA 30075
Registration
Investment adviser registration
In the industry since
July 2018
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Kelly Graff work?

Kelly Graff is an investment adviser representative registered through Commonwealth Financial Planners Inc since July 2018, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Kelly Graff a financial advisor?

Yes. Kelly Graff has a current investment-adviser registration in Georgia, through Commonwealth Financial Planners since July 2018.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Kelly Graff have?

Kelly Graff has 8 years in the financial industry, since July 2018, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Kelly Graff based?

Kelly Graff’s registered office is in Roswell, GA.

Source: IAPD individual record, checked 22 October 2026

Is Kelly Graff registered with FINRA?

No. Kelly Graff has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Kelly Graff’s record?

Search CRD 6180823 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Graff’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Commonwealth Financial Planners

Sources

  1. IAPD individual record, CRD 6180823, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Commonwealth Financial Planners Inc, filed 31 March 2026. Executive officers and direct owners; this person is not among them.