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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · First Republic Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 16, 2025 and March 11, 2026, reported AUM increased 23.1%, from $506.5M to $623.6M.
Across 5 reported observations, AUM increased 59.4% between March 30, 2022 and March 11, 2026, from $391.2M to $623.6M.
Of the latest reported AUM, 88.8% is discretionary and 11.2% is non-discretionary.
The firm reports 6 advisory representatives and 1,401 clients, or 233.5 clients per representative. That equates to $445.1K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Kelly Financial Services LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Kelly Financial Services LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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