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RIA / WealthAdvisor23 years in industry

Kate Elisabeth Chilson

Advisor at MG FINANCIAL LLC

BRAINTREE, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:55f848f5-6427-9f82-fbfe-3ad91cf42bf3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Oct 1, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Kate Elisabeth Chilson

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Kate Elisabeth Chilson

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: MG FINANCIAL 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: Oct 1, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Nov 5, 2025
Dual registered: no
IAPD individual key: 7245220

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
MG FINANCIAL LLC	Independent wealth	Nov 14, 2025	n/a	yes	BRAINTREE, MA	Current employment

Relationships

Registered with (1)

→ MG FINANCIAL LLCRegistered adviserregistration: current employment
Nov 14, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55f848f5-6427-9f82-fbfe-3ad91cf42bf3
First observed: Oct 1, 2002
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Kate Elisabeth Chilson

Advisor at MG FINANCIAL LLC

BRAINTREE, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:55f848f5-6427-9f82-fbfe-3ad91cf42bf3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:30 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MG FINANCIAL LLC

Independent wealth

Nov 14, 2025

n/a

yes

BRAINTREE, MA

Current employment