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KELLY MARIE ROBERTIE
KELLY MARIE ROBERTIE MISS
CRD#: 4825906
IA
Investment Adviser
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLCCRD#: 120766 203 CRESCENT STREET
SUITE 404
WALTHAM, MA 02453
Registration History
AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IASENSIBLE FINANCIAL PLANNING AN... (CRD# 120766)2023 - Present (2 years)
License(s)

State Registrations

IA
Massachusetts 2/15/2023

Current Registration(s)
IA
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC (CRD#:120766)
203 CRESCENT STREET SUITE 404, WALTHAM, MA 02453
Registered with this firm since 2/15/2023

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