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Gregory Peter Murray

KELLY FINANCIAL SERVICES LLC·BRAINTREE, Massachusetts
Series 6, Series 63, Series 65Clean record17 years registeredKELLY FINANCIAL SERVICES LLC
10 FORBES ROAD, BRAINTREE, MA 02184CRD# 5530078Firm CRD# 291996

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Peter Murray · BRAINTREE, MA
Registration
CRD #5530078 · KELLY FINANCIAL SERVICES LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

KELLY FINANCIAL SERVICES LLC
Feb 2018 – present
KELLY FINANCIAL SERVICES LLC
Jul 2010 – Feb 2018
BRAINTREE, MA
WADDELL & REED, INC.
Sep 2008 – Apr 2010
BEDFORD, NH
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · September 8, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KELLY FINANCIAL SERVICES LLC
CRD 291996 · SEC 801-112431
AUM
$489M
Regulatory assets under management
Employees
11
2,891 client accounts
Services offered by KELLY FINANCIAL SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KELLY FINANCIAL SERVICES LLC →
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05

Frequently Asked Questions

What services does Gregory Peter Murray offer?
Gregory Peter Murray specializes in Financial Planning, Investment Management. Contact their office in BRAINTREE, Massachusetts for a consultation.
What are Gregory Peter Murray's credentials?
Gregory Peter Murray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Peter Murray located?
Gregory Peter Murray is based in BRAINTREE, Massachusetts, working with KELLY FINANCIAL SERVICES LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.
How does Gregory Peter Murray charge for services?
Gregory Peter Murray's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KELLY FINANCIAL SERVICES LLC?
KELLY FINANCIAL SERVICES LLC has approximately 11 employees and manages $489M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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