AdvisorOS Directory
Claim Profile
KK

Kelly D. Kelly

KELLY FINANCIAL SERVICES LLC·BRAINTREE, Massachusetts
Unclaimed Profile
10 FORBES ROAD, BRAINTREE, MA 02184CRD# 6532898Firm CRD# 291996
01

About

Kelly D. Kelly is a registered financial advisor based in BRAINTREE, Massachusetts, affiliated with KELLY FINANCIAL SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KELLY FINANCIAL SERVICES LLC
KELLY FINANCIAL SERVICES LLC
AUM
$489M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at KELLY FINANCIAL SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6532898
Firm CRD# 291996
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BRAINTREE?

Browse all registered financial advisors in BRAINTREE, Massachusetts or claim this profile if it's yours.

Browse BRAINTREE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kelly D. Kelly offer?
Kelly D. Kelly specializes in Financial Planning, Investment Management. Contact their office in BRAINTREE, Massachusetts for a consultation.
What are Kelly D. Kelly's credentials?
Kelly D. Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly D. Kelly located?
Kelly D. Kelly 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 Kelly D. Kelly charge for services?
Kelly D. Kelly'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at KELLY FINANCIAL SERVICES LLC

Gregory Peter Murray
BRAINTREE, MA

More Advisors in BRAINTREE, Massachusetts

David Craig Trott
ARAGORN LTD.·BRAINTREE, MA
David Miller Sutcliffe
ARAGORN LTD.·BRAINTREE, MA
Gaurav Mallik
PALLAS CAPITAL ADVISORS, LLC·BRAINTREE, MA
George Prescott Taylor
ARAGORN LTD.·BRAINTREE, MA
Scott John Seibel
WESTPORT STRATEGIES ADVISORS, LLC·BRAINTREE, MA
Timothy Joseph Nelson
WESTPORT STRATEGIES ADVISORS, LLC·BRAINTREE, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile