Kelsey Conklin is a CFP-designated registered investment advisor, based in Glastonbury, CT, with 14 years of industry experience.
Location
628 Hebron Ave, Glastonbury, CT, 06033
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kelsey sells fixed insurance products since 2020, dedicating minimal time to this activity. This activity is investment related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2025 - Present · 9 mos
Raymond James Financial Services, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
Commonwealth Financial Network
April 2019 - August 2025 · 6 yrs 4 mos
Commonwealth Financial NetworkBroker
April 2019 - August 2025 · 6 yrs 4 mos
Commonwealth Financial Network
March 2018 - March 2019 · 1 yr
Commonwealth Financial NetworkBroker
August 2011 - March 2019 · 7 yrs 7 mos
State Registrations19 states
AZCACOCTDEFLGAMAMDMNNHNJNYOHRISCTXVAVT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.