Mort Kelly Financial Services, LLC

Mort Kelly Financial Services, LLC (CRD# 164618) is a financial advisory firm headquartered in , . They manage $98,096,926 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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.


Financial Advisors at Mort Kelly Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
Mortimore F. Kelly
CRD#: 1093428
New Orleans, LA

Mortimore Kelly (CRD# 1093428) is an Investment Advisor Representative working at Mort Kelly Financial Services, LLC in New Orleans, LA and has over 26 years of experience in the finance industry.

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