Kelly & Associates, LLC
Kelly & Associates, LLC (CRD# 123466) is a financial advisory firm headquartered in , . They manage $9,201,174 in 51 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Kelly & Associates, LLC
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts51ACCOUNTS
-
Average Account Value$180,415
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, ME
Financial Advisors at Kelly & Associates, LLC
1
John Duval (CRD# 1338268) is an Investment Advisor Representative working at Kelly & Associates, LLC in Manchester, ME and has over 39 years of experience in the finance industry.
2
Sean Kelly (CRD# 1065401) is an Investment Advisor Representative working at Kelly & Associates, LLC in West Palm Beach, FL and has over 25 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.