Kelly Financial Services LLC
Kelly Financial Services LLC (CRD# 291996) is a financial advisory firm headquartered in Braintree, MA. They manage $426,845,780 in 2,820 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management427MILLION
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Total Number of Accounts2,820ACCOUNTS
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Average Account Value$151,364
- 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
- Selection of other advisers (including private fund managers)
CA, FL, MA, ME, NC, NE, NH, PA, RI, TX
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.
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.
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.
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.