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Ashlyn R Kelly

Investment Adviser Representative at LPL Enterprise, LLC

Southborough, MACRD #7894675Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ashlyn R. Kelly is an investment adviser representative with LPL Enterprise, LLC in Southborough, MA, where they have been registered since 2025. They have worked in the securities industry since 2024 and have been registered with 3 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.

Office

257 Turnpike Rd, Suite 300
Southborough, MA 01772

Advisors at this office: 27

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts
Broker:
4 states and territories

Connecticut, Maine, Massachusetts, Rhode Island

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/30/2024
Series 7
General Securities Representative Examination
Passed 6/14/2024
SIE
Securities Industry Essentials Examination
Passed 5/2/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LPL Enterprise, LLCCurrent
7/3/2025 – Southborough, MA
Strategic Advisers LLC
3/31/2025 – 6/6/2025Smithfield, RI
Fidelity Personal AND Workplace Advisors
12/16/2024 – 3/31/2025Smithfield, RI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Doldre Inc.
    Feb 2022 – May 2023North Grosvenordale, CT
  2. Nichols College
    Aug 2019 – May 2023Dudley, MA
  3. Whiskey Rocks/stave AND Still
    Nov 2021 – Jan 2022Dudley, MA
  4. THE PORT
    May 2023 – Aug 2023Harwich Port, MA
  5. Tatnuck Country CLUB
    May 2021 – May 2021Worcester, MA
  6. Fidelity Brokerage Services LLC
    Mar 2024 – May 2025Smithfield, RI
  7. PARK N' SHOP
    Aug 2017 – Jun 2018Dudley, MA
  8. THE SOLE Proprietor
    Jun 2021 – Sep 2021Worcester, MA
  9. Athletix United
    Feb 2021 – Apr 2021Webster, MA
  10. Massachusetts Pirates
    Jan 2020 – Jun 2021Worcester, MA
  11. Whiskey ON Water
    Jan 2024 – Feb 2024Worcester, MA
  12. Nichols College
    Aug 2019 – Oct 2022Dudley, MA
  13. Green Pepper Inc.
    Dec 2019 – May 2021Webster, MA
  14. Mohegan Bowling Alley
    Jul 2017 – Mar 2021Webster, MA
  15. PURE Fitness/everybody's Fitness Center
    Aug 2018 – May 2019Webster, MA
  16. Dynasty International Models & Talent Agency, Inc.
    Sep 2023 – Feb 2024Boston, MA
  17. Shepherd HILL Regional HIGH School
    Aug 2015 – Jun 2019Dudley, MA
  18. Strategic Advisers LLC
    Mar 2025 – May 2025Boston, MA
  19. LPL Enterprise LLC
    Jun 2025 – no end date reportedMarlborough, MA
  20. Fidelity Personal AND Workplace Advisors
    Dec 2024 – Mar 2025Smithfield, RI

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About LPL Enterprise, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3,088
Offices listed on AdvisorFinder:
5
Main office:
Fort Mill, SC
SEC file number:
801-130883

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 15, 2026

View full firm profile

Other advisors at LPL Enterprise, LLC

Showing 12 of 3,088 in the directory

View LPL Enterprise, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ashlyn R Kelly has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Ashlyn R Kelly (LPL Enterprise) - Fees & Credentials