• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
MICHAEL KELLY SIMON
Michael K. Simon
CRD#: 7291833
IA
Investment Adviser
NDVRCRD#: 310602 24 Federal St.
Boston, MA 02110
Registration History
202120222023202420252026IANDVR (CRD# 310602)2021 - Present (4 years)
License(s)

State Registrations

IA
Massachusetts 2/8/2021

Current Registration(s)
IA
NDVR (CRD#:310602)
24 Federal St., Boston, MA 02110
Registered with this firm since 2/8/2021

For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.