KELLY FINANCIAL SERVICES LLC

RIASEC RegisteredEst. 2018

Total AUM

$624M

Discretionary

$554M

89% of AUM

Avg account

$202K

Accounts

3,094

Employees

10

Advisory reps

7

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

FINTRX

Overview

Kelly Financial Services LLC is an independent registered investment adviser that serves individuals and families with a mix of financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. The firm is owner-operated, began SEC registration in 2018, and also operates as an insurance broker. It describes itself as a capital allocator and charges clients via a combination of AUM-based fees, hourly fees, and flat fees. Kelly Financial Services is not an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 94

Active vs passive

$436M in ETFs

Passive

60%

$263M

Active

25%

$174M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$39M	59,936	8.95%

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Primary office

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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