Kelly Financial Services LLC

Kelly Financial Services LLC (CRD# 291996) is a financial advisory firm headquartered in Braintree, MA. They manage $345,863,185 in 2,755 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    346
    MILLION
  • Total Number of Accounts
    2,755
    ACCOUNTS
  • Average Account Value
    $125,540
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Kelly Financial Services LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael P. Doucette
CRD#: 4799231
10 Forbes Road, Suite 130, Braintree, MA 02184

Michael Doucette (CRD# 4799231) is an Investment Advisor Representative working at Kelly Financial Services LLC in Braintree, MA and has over 19 years of experience in the finance industry.

2
Gregory P. Murray
CRD#: 5530078
10 Forbes Road, Ste 130, Braintree, MA 02184

Gregory Murray (CRD# 5530078) is an Investment Advisor Representative working at Kelly Financial Services LLC in Braintree, MA and has over 15 years of experience in the finance industry.

3
Mary Madeline W. Kelly
CRD#: 7270167
10 Forbes Road, St 130, Braintree, MA 02184

Mary Madeline Kelly (CRD# 7270167) is an Investment Advisor Representative working at Kelly Financial Services LLC in Braintree, MA and has 1 year of experience in the finance industry.

4
Gregory J. Workman
CRD#: 4109970
10 Forbes Rd, Ste 130, Braintree, MA 02184

Gregory Workman (CRD# 4109970) is an Investment Advisor Representative working at Kelly Financial Services LLC in Braintree, MA and has over 5 years of experience in the finance industry.

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