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Mary McKone

Investment adviser representative at Kelly Financial Group in Wethersfield, CT

Investment adviser and broker registrationsUpdated

Mary McKone is an investment adviser representative at Kelly Financial Group, LLC, an investment adviser managing $475M, and works from its Wethersfield, CT office. Mary McKone has been registered through Kelly Financial Group since 23 August 2026, has 0 years in the industry across 1 firm and has passed the SIE, Series 7TO and Series 63.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Mary McKone has been an investment adviser representative at Kelly Financial Group since August 2026, and is not listed among the firm’s executive officers or direct owners.

Kelly Financial Group, LLC is a Wethersfield, CT firm with $475M under management, 982 clients and 5 advisers across 4 offices, as of its July 2026 filing.

  1. – present · under a year
    Wethersfield, CT · Adviser representative · Firm CRD 136372

Credentials and registrations

Investment adviser representative registrations

Mary McKone is registered as an investment adviser representative in Connecticut, since August 2026.

  • ConnecticutSince 23 August 2026

Examinations

Series 6325 June 2026
Name
Uniform Securities Agent State Law Examination
Series 7TO4 June 2026
Name
General Securities Representative Examination
SIE13 February 2026
Name
Securities Industry Essentials Examination

Key facts

Full name
Mary Elizabeth McKone
CRD
6880770
Firm
Kelly Financial Group · CRD 136372
Office
100 GREAT MEADOW ROAD, SUITE 701, Wethersfield, CT 06109
Registration
Investment adviser and broker registrations
In the industry since
June 2026
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Mary McKone work?

Mary McKone is an investment adviser representative registered through Kelly Financial Group, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Mary McKone a financial advisor?

Yes. Mary McKone has a current investment-adviser registration in Connecticut, through Kelly Financial Group since August 2026.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Mary McKone have?

Mary McKone has 0 years in the financial industry, since June 2026, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

What exams has Mary McKone passed?

Mary McKone has passed 3 licensing exams: the SIE, Series 7TO and Series 63. The earliest, the SIE, was passed in February 2026.

Source: IAPD individual record, checked 23 October 2026

Where is Mary McKone based?

Mary McKone’s registered office is in Wethersfield, CT.

Source: IAPD individual record, checked 23 October 2026

Is Mary McKone registered with FINRA?

Yes. Mary McKone has a current broker registration, under CRD 6880770.

Source: FINRA BrokerCheck

How can I verify Mary McKone’s record?

Search CRD 6880770 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Mary McKone’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Kelly Financial Group

Sources

  1. IAPD individual record, CRD 6880770, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Kelly Financial Group, LLC, filed 30 July 2026. Executive officers and direct owners; this person is not among them.