Kelly & Associates, LLC

Kelly & Associates, LLC (CRD# 123466) is a financial advisory firm headquartered in , . They manage $12,333,474 in 61 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $202,188
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
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.

FL, ME

Financial Advisors at Kelly & Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John J. Duval
CRD#: 1338268
Manchester, ME
93
Wealthminder
score

John Duval (CRD# 1338268) is an Investment Advisor Representative working at Kelly & Associates, LLC in Manchester, ME and has over 31 years of experience in the finance industry.

2
Sean P. Kelly
CRD#: 1065401
West Palm Beach, FL
93
Wealthminder
score

Sean Kelly (CRD# 1065401) is an Investment Advisor Representative working at Kelly & Associates, LLC in West Palm Beach, FL and has over 17 years of experience in the finance industry.

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