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RIA / WealthAdvisor28 years in industry

KELLY FOSS-ROOT

Advisor at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

RYE, NH | Saco, ME

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Search this name across graphsid dfx:ria:29a67502-9c79-7cc4-904e-d3144bb4de9a

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2001 to Sep 18, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 11, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 11, 1998
First registration: Jan 1, 2001
Dual registered: no
Other names: KELLY ANN FOSS|KELLY ANN FOSS
IAPD individual key: 3072553

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC	Independent wealth	Dec 10, 2025	n/a	yes	RYE, NH\|Saco, ME\|Saco, ME	Current employment
H. BECK, INC.	Former SEC adviser	Nov 6, 2013	Dec 23, 2016	no	WELLS, ME\|PORTSMOUTH, NH	Previous registration
SALEM ADVISORY GROUP LLC	State registered	Sep 9, 2010	Oct 30, 2013	no	WELLS, ME	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jul 15, 2010	no	Portland, ME	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Nov 16, 2006	Jun 1, 2009	no	PORTLAND, ME	Previous registration
VOYA RETIREMENT ADVISORS, LLC	Other adviser	Jan 1, 2001	Oct 26, 2006	no	LEWISTON, ME\|LEWISTON, ME	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
H. BECK, INC.	MEASURED WEALTH PRIVATE CLIENT GROUP, LLC	Dec 23, 2016	Dec 10, 2025	3,274	Firm change after gap	Other
SALEM ADVISORY GROUP LLC	H. BECK, INC.	Oct 30, 2013	Nov 6, 2013	7	Firm change	Other
MORGAN STANLEY	SALEM ADVISORY GROUP LLC	Jul 15, 2010	Sep 9, 2010	56	Firm change	Wirehouse to state RIA
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
VOYA RETIREMENT ADVISORS, LLC	CITIGROUP GLOBAL MARKETS INC.	Oct 26, 2006	Nov 16, 2006	21	Firm change	Other

Relationships

Registered with (6)

→ MEASURED WEALTH PRIVATE CLIENT GROUP, LLCRegistered adviserregistration: current employment
Dec 10, 2025 to presentfactForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Nov 6, 2013 to Dec 23, 2016factForm ADV
→ SALEM ADVISORY GROUP LLCRegistered adviserregistration: previous registration
Sep 9, 2010 to Oct 30, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 15, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Nov 16, 2006 to Jun 1, 2009factForm ADV
→ VOYA RETIREMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 1, 2001 to Oct 26, 2006factForm ADV

Dated events

No dated event names this entity yet.