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 20 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 9 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 3 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.