Be advised. This firm is no longer registered.

Bernstein And Kelly, LLC

Bernstein And Kelly, LLC (CRD# 128295) is a financial advisory firm headquartered in Lexington, MA. They manage $2,467,791 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
33 Bedford Street, Suite 13, Lexington, MA 02420
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $308,474
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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Bernstein And Kelly, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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