Gregory Workman, financial advisor Braintree MA

Gregory Workman

CRD Number: 4109970
Current Firm: Kelly Financial Services LLC

Gregory Workman (CRD# 4109970) is an Investment Advisor Representative working at Kelly Financial Services LLC in Braintree, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Kelly Financial Services Braintree, MA Feb 2021 - Current < 1
Lyft, Inc. San Francisco, CA Nov 2019 - Current 2
Equitable Advisors, LLC New York, NY Oct 2020 - Dec 2020 < 1
Financial Compass Group, LLC Wellesley, MA Oct 2020 - Dec 2020 < 1
Pioneer Financial Group Dedham, MA Jun 2019 - Oct 2020 1
Minnesota Life Insurance Company St Paul, MN Jun 2019 - Oct 2020 1
Securian Financial Services Inc. St Paul, MN Jun 2019 - Oct 2020 1
Nylife Securities LLC Bridgewater, MA Nov 2018 - May 2019 < 1
New York Life Insurance Company Bridgewater, MA Nov 2018 - May 2019 < 1
Unemployed Hyde Park, MA Jun 2018 - Oct 2018 < 1
Outfront Media New York, NY Sep 2015 - Jun 2018 2
Fujifilm Sonosite Bothell, WA Jan 2013 - Sep 2015 2
Cayenne Medical Inc. Scottsdale, AZ Sep 2011 - Feb 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2018
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Gregory J. Workman
Phone Number: 781-849-3090
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    323
    MILLIONS
  • Total Number of Accounts
    3,114
    ACCOUNTS
  • Average Account Value
    $103,781
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, MA, ME, NC, NE, NH, PA, RI, TX

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