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
By the Numbers
-
Total Assets Under Management274MILLION
-
Total Number of Accounts2,747ACCOUNTS
-
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
Registered Investment Advisor
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.