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).

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
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, FL, MA, ME, NH, RI

Financial Advisors at Kelly Financial Services LLC
Showing 1 - 5 of 5 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 LLC in Braintree, MA and has over 20 years of experience in the finance industry.

2
Andrew P. Krout
CRD#: 6067740
Ten Forbes Road West, Suite 130, Braintree, MA 02184
90
Wealthminder
score

Andrew Krout (CRD# 6067740) is an Investment Advisor Representative working at Kelly Financial Services LLC in Braintree, MA and has over 3 years of experience in the finance industry.

3
Brandon J. Godfrey
CRD#: 6529212
Ten Forbes Road West, Suite 130, Braintree, MA 02184
89
Wealthminder
score

Brandon Godfrey (CRD# 6529212) is an Investment Advisor Representative working at Kelly Financial Services LLC in Braintree, MA and has over 2 years of experience in the finance industry.

4
Micheline A. Dagher
CRD#: 6521770
Ten Forbes Road West, Suite 130, Braintree, MA 02184
88
Wealthminder
score

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

5
Logan S. Strouse
CRD#: 6529154
Ten Forbes Road West, Suite 130, Braintree, MA 02184
88
Wealthminder
score

Logan Strouse (CRD# 6529154) is an Investment Advisor Representative working at Kelly Financial Services LLC in Braintree, MA and has over 2 years of experience in the finance industry.

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