Unclaimed Profile

William Anthony Kelly

KELLY, WILLIAM, ANTHONY·BRAINTREE, Massachusetts

Series 6, Series 7, Series 63, Series 65Clean record24 years registeredKELLY, WILLIAM, ANTHONY

TEN FORBES ROAD WEST, BRAINTREE, MA 02184-2605CRD# 2962725Firm CRD# 127462

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Anthony Kelly · BRAINTREE, MA

Registration

CRD #2962725 · KELLY, WILLIAM, ANTHONY · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KELLY, WILLIAM, ANTHONY

KELLY FINANCIAL SERVICES LLC

Oct 2004 – Nov 2017

BRAINTREE, MA

KELLY FINANCIAL GROUP

Nov 2003 – Jan 2005

BRAINTREE, MA

LOCUST STREET SECURITIES, INC.

Apr 2003 – Jul 2003

BRAINTREE, MA

KELLY FINANCIAL GROUP

Jul 2002 – Mar 2003

WETHERSFIELD, CT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 2, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KELLY, WILLIAM, ANTHONY

CRD 127462 · SEC 801-79474

AUM

$274M

Regulatory assets under management

Employees

2,747 client accounts

Services offered by KELLY, WILLIAM, ANTHONY

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at KELLY, WILLIAM, ANTHONY →

Introduction

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Frequently Asked Questions

What services does William Anthony Kelly offer?

William Anthony Kelly specializes in Investment Management.

What are William Anthony Kelly's credentials?

William Anthony Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Anthony Kelly located?

William Anthony Kelly is based in BRAINTREE, Massachusetts, last registered with KELLY, WILLIAM, ANTHONY.

How does William Anthony Kelly charge for services?

William Anthony Kelly's firm is compensated through percentage of aum, subscription fees, other: solicitor-co-advisor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KELLY, WILLIAM, ANTHONY?

KELLY, WILLIAM, ANTHONY has approximately 8 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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