Be advised. This firm is no longer registered.

Kelly Financial Services LLC

Kelly Financial Services LLC (CRD# 127462) is a financial advisory firm headquartered in Braintree, MA. They manage $273,617,888 in 2,747 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
Ten Forbes Road West, Suite 130, Braintree, MA 02184
http://www.kellyfinancial.org
By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    2,747
    ACCOUNTS
  • Average Account Value
    $99,606
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, MA, ME, NH, RI

Financial Advisors at Kelly Financial Services 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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