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Brian William Kelly

PRI FINANCIAL ADVISORS, INC.·HOLLISTON, Massachusetts
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479 WASHINGTON ST., SUITE 4, HOLLISTON, MA 01746-1828CRD# 4377616Firm CRD# 109390
01

About

Brian William Kelly is a registered financial advisor based in HOLLISTON, Massachusetts, affiliated with PRI FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
PRI FINANCIAL ADVISORS, INC.
PRI FINANCIAL ADVISORS, INC.
AUM
$44M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PRI FINANCIAL ADVISORS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4377616
Firm CRD# 109390
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian William Kelly offer?
Brian William Kelly specializes in Investment Management, Wealth Management. Contact their office in HOLLISTON, Massachusetts for a consultation.
What are Brian William Kelly's credentials?
Brian William Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian William Kelly located?
Brian William Kelly is based in HOLLISTON, Massachusetts, working with PRI FINANCIAL ADVISORS, INC.. Their office serves clients in the HOLLISTON metropolitan area and surrounding communities.
How does Brian William Kelly charge for services?
Brian William Kelly's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRI FINANCIAL ADVISORS, INC.?
PRI FINANCIAL ADVISORS, INC. has approximately 1 employees and manages $44M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HOLLISTON
Christopher Jon Tobey — ATLANTIC CAPITAL MANAGEMENT, INC.William Clark Newell — ATLANTIC CAPITAL MANAGEMENT, INC.Bruce Woodman Hardy — PRI FINANCIAL ADVISORS, INC.Georgia Guyott Bruggeman — MERIDIAN FINANCIAL, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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