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KELLY FINANCIAL SERVICES LLC
KELLY FINANCIAL SERVICES LLC
BRAINTREE, Massachusetts
·
2 registered advisors
·
CRD# 291996
SEC# 801-112431
1
781-849-3090
01
Firm Overview
AUM
$489M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at KELLY FINANCIAL SERVICES LLC
2 registered advisors
Gregory Peter Murray
BRAINTREE, Massachusetts
CRD# 5530078
Kelly D. Kelly
BRAINTREE, Massachusetts
CRD# 6532898
05
Office Locations
BRAINTREE, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. KELLY FINANCIAL SERVICES LLC (CRD# 291996) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.