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).
Total Assets Under Management2MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$308,474
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Joel Bernstein (CRD# 2204653) is an Investment Advisor Representative working at Bernstein And Kelly, LLC in Lexington, MA and has over 26 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.
Barbara Kelly (CRD# 4703301) is an Investment Advisor Representative working at Bernstein And Kelly, LLC in Lexington, MA and has over 12 years of experience in the finance industry.