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- Custodian
- Fidelity/NFS · First Republic Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2017
- Office Locations
- 1
Office Locations
About Kelly Financial Services LLC
Kelly Financial Services LLC is a Massachusetts-based retirement-focused planning and investment advisory firm serving everyday investors, including retirees and business owners. The team uses a defined “Safe Money Strategies” process (discover through review) to assess goals, manage portfolio risk, and align insurance and investment recommendations with clients’ best interests. Offers a complimentary portfolio risk analysis (Nitrogen/Riskalyze) and publishes retirement education content.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KELLY D. KELLY
Partner, President
- CRD
- --
- Ownership
- 75% or more
GREGORY PETER MURRAY
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #5530078
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MICHAEL PATRICK DOUCETTE
Chief Operating Officer
- CRD
- #4799231
CHARLES WILLIAM GABLE
Financial Advisor
- CRD
- #6049203
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $553,916,913 | $204,927 |
| Non-Discretionary | $69,681,014 | $178,212 |
| Total | $623,597,927 | $201,551 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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