Kelly Financial Services

Kelly Financial Services (CRD# 127462) is a financial advisory firm headquartered in Braintree, MA. They manage $176,741,403 in 1,889 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    1,889
    ACCOUNTS
  • Average Account Value
    $93,563
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
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.

AZ, CT, FL, MA, ME, NH, OH, RI

Financial Advisors at Kelly Financial Services
Showing 1 - 6 of 6 top financial advisors.
1
William A. Kelly
CRD#: 2962725
Ten Forbes Road West, Suite 130, Braintree, MA 02184
93
Wealthminder
score

William Kelly (CRD# 2962725) is an Investment Advisor Representative working at Kelly Financial Services in Braintree, MA and has over 19 years of experience in the finance industry.

2
Gregory P. Murray
CRD#: 5530078
Ten Forbes Road West, Suite 130, Braintree, MA 02184
93
Wealthminder
score

Gregory Murray (CRD# 5530078) is an Investment Advisor Representative working at Kelly Financial Services in Braintree, MA and has over 8 years of experience in the finance industry.

3
Micheline A. Dagher
CRD#: 6521770
Ten Forbes Road West, Suite 130, Braintree, MA 02184
90
Wealthminder
score

Micheline Dagher (CRD# 6521770) is an Investment Advisor Representative working at Kelly Financial Services in Braintree, MA and has 1 year of experience in the finance industry.

4
Andrew P. Krout
CRD#: 6067740
Ten Forbes Road West, Suite 130, Braintree, MA 02184
89
Wealthminder
score

Andrew Krout (CRD# 6067740) is an Investment Advisor Representative working at Kelly Financial Services in Braintree, MA and has over 2 years of experience in the finance industry.

5
Brandon J. Godfrey
CRD#: 6529212
Ten Forbes Road West, Suite 130, Braintree, MA 02184
87
Wealthminder
score

Brandon Godfrey (CRD# 6529212) is an Investment Advisor Representative working at Kelly Financial Services in Braintree, MA and has 1 year of experience in the finance industry.

6
Logan S. Strouse
CRD#: 6529154
Ten Forbes Road West, Suite 130, Braintree, MA 02184
87
Wealthminder
score

Logan Strouse (CRD# 6529154) is an Investment Advisor Representative working at Kelly Financial Services in Braintree, MA and has 1 year of experience in the finance industry.

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