Bernstein And Kelly, LLC

Bernstein And Kelly, LLC (CRD# 128295) is a financial advisory firm headquartered in Lexington, MA. They manage $3,182,258 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $265,188
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Bernstein And Kelly, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joel A. Bernstein
CRD#: 2204653
33 Bedford Street, Suite 13, Lexington, MA 02420
96
Wealthminder
score

Joel Bernstein (CRD# 2204653) is an Investment Advisor Representative working at Bernstein And Kelly, LLC in Lexington, MA and has over 24 years of experience in the finance industry. Joel Bernstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Barbara J. Kelly
CRD#: 4703301
33 Bedford Street, Suite 13, Lexington, MA 02420
93
Wealthminder
score

Barbara Kelly (CRD# 4703301) is an Investment Advisor Representative working at Bernstein And Kelly, LLC in Lexington, MA and has over 11 years of experience in the finance industry.

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