# KELLY FINANCIAL SERVICES LLC

KELLY FINANCIAL SERVICES LLC of BRAINTREE, MA is an SEC-registered investment adviser.

## Registration

- CRD: 291996
- Type: SEC-registered investment adviser
- SEC file number: 801-112431
- Location: 10 FORBES ROAD, STE 130, BRAINTREE, MA, 02184
- Phone: 781-849-3090
- Latest filing: 2026-03-11
- Regulatory AUM: $623.6M
- Discretionary AUM: $553.9M
- Non-discretionary AUM: $69.7M
- Clients: 10
- Accounts: 3,094

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Gregory Peter Murray | CHIEF COMPLIANCE OFFICER | — |
| Kelly D Kelly | PRESIDENT | — |
| KELLY ROLAND D | PRESIDENT | — |
| MURRAY GREGORY PETER | CHIEF COMPLIANCE OFFICER | — |
| Kelly D. Kelly | PRESIDENT | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BURLINGTON | MA | 3 | 781-849-3090 |
| BURLINGTON | MA | 3 | 781-849-3090 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291996/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291996/similar
- Related entities: https://search.stillhousedata.com/firm/291996/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291996

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.