Mary Ledwith is a control person of Kelly Financial Group and directly owns under 5% of it.
Kelly Financial Group is an investment adviser based in Wethersfield, CT, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $475 million, as filed on 30 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6429694
- Firm
- Kelly Financial Group · CRD 136372
- Role
- Chief Financial Officer
- In role since
- May 2022 · 4 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Wethersfield, CT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Mary Ledwith work?
Mary Ledwith has been Chief Financial Officer of Kelly Financial Group, LLC since May 2022, and is a control person of the firm.
How can I verify Mary Ledwith’s record?
Mary Ledwith’s role is listed on Kelly Financial Group, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 136372.
