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KELLY FINANCIAL SERVICES LLC
CRD 291996 · SEC 801-112431
10 FORBES ROAD, STE 130, BRAINTREE, MA, 02184, United States
Phone
781-849-3090
Fax
781-849-3091
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$623.6M
Discretionary AUM
$553.9M
Team
10 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1196 | $317.4M |
| High net worth individuals | 205 | $306.2M |
States served
VT, CA, ME, MA, NE, NC, PA, RI, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD