KELLY, WILLIAM, ANTHONY

BRAINTREE, Massachusetts·1 registered advisor·CRD# 127462
SEC# 801-794743781-849-3090
01

Firm Overview

AUM
$274M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Subscription fees
Other: SOLICITOR-CO-ADVISOR FEES
03

Specialties

Investment Management
04

Advisors at KELLY, WILLIAM, ANTHONY

1 registered advisor
William Anthony Kelly
BRAINTREE, Massachusetts
05

Office Locations

BRAINTREE, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. KELLY, WILLIAM, ANTHONY (CRD# 127462) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.