Kelly Financial Services LLC
Firm details
- Headquarters
- Braintree, Massachusetts
- CRD number
- 291996
- Registered since
- February 12, 2018
- Website
- www.kellyfinancial.org
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals50.9%
- HNWI49.1%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kelly Financial Services LLC operates as an independent registered investment adviser that first registered with the SEC in 2018 and is owned by an individual. The firm serves individuals and families and identifies itself as a capital allocator — sourcing and placing client capital with third‑party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm also functions as an insurance broker and offers fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Kelly Financial Services does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities7%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
Owners & executives
3 of 3
Kelly Kelly
President, Chief Executive OfficerCRD 6532898
Michael Doucette
Chief Operating OfficerCRD 4799231
Gregory Murray
SVP, Chief Compliance OfficerCRD 5530078
Contacts
3 of 4
Mary Madeline Kelly
Financial AdvisorCRD 7270167
Gregory Workman
Investment AdvisorCRD 4109970
Charles Gable
Financial AdvisorCRD 6049203
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$494M in ETFs
56%
$274M
24%
$219M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $70.8M | 94,579 | 14.35% |
Location
Braintree, MA
Norfolk
Location
Braintree, MA
Headquartered in Braintree, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 10 Forbes Rd
- Time zone
- ET (UTC-5)
- Office locations
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