KELLY FINANCIAL SERVICES LLC

KELLY FINANCIAL SERVICES LLC of BRAINTREE, MA is an SEC-registered investment adviser (CRD 291996). Regulatory assets under management: $623.6M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (5)

NameRoleLocation
Gregory Peter MurrayCHIEF COMPLIANCE OFFICER
Kelly D KellyPRESIDENT
KELLY ROLAND DPRESIDENT
MURRAY GREGORY PETERCHIEF COMPLIANCE OFFICER
Kelly D. KellyPRESIDENT

Branch offices (2)

CityStateEmployeesPhone
BURLINGTONMA3781-849-3090
BURLINGTONMA3781-849-3090

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