CS
CS

Caley Elisabeth Surro

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
726 clients
Average Client Portfolio
$204K average
Assets Under Management
$148.0M

Fee Structure

Minimum Investment:None
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Location

11 Beacon St, 13th Floor, Boston, MA, 02108

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History

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.

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Other Business ActivitiesSells Insurance

Caley works as an insurance agent, providing clients with insurance information. This activity takes a few hours per week.

Employment History
Current Registrations
Keenan Financial
April 2023 - Present · 2 yrs 10 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.