Kelly Financial Services LLC
● SEC registered since 2018CRD 291996SEC# 801-112431Braintree, MA
Reg. AUM
$623.6M
Employees
10
Accounts
3,094
Location
Braintree, MA
Kelly Financial Services LLC assets under management
Kelly Financial Services LLC is an SEC-registered investment adviser based in Braintree, MA. The firm has been registered since 2018. It reports $623.6 million in regulatory assets under management and employs 10 people.
Kelly Financial Services LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Peter Murray | Chief Compliance Officer | Under 5% | 2011 |
| Kelly D. Kelly Control | President | Over 75% | 2017 |
Frequently asked questions
How much does Kelly Financial Services LLC manage?
Kelly Financial Services LLC reports $623.6 million in regulatory assets under management on its Form ADV.
How many employees does Kelly Financial Services LLC have?
Kelly Financial Services LLC reports 10 employees.
Where is Kelly Financial Services LLC located?
Kelly Financial Services LLC is based in Braintree, MA and has been SEC-registered since 2018.
Does Kelly Financial Services LLC disclose fund performance?
Kelly Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Forbes Road, Ste 130, Braintree, MA 02184 |
| Phone | 781-849-3090 |
| Fax | 781-849-3091 |
| Office hours | 9a.m. To 6p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$623.6M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$623.6Mregulatory AUM
Discretionary $553.9MNon-discretionary $69.7M