Kelly Financial Services LLC

CRD 291996 · Braintree, MA · $623.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 291996
SEC number: 801-112431
Firm type: RIA
Assets under management: $623.6M as of Mar 11, 2026
Website: www.kellyfinancial.org ↗
Phone: 781-849-3090
Address: 10 Forbes Road, Braintree, MA, 02184

Advisors at this firm

6 in our index · page 1 of 1

Michael Patrick DoucetteCRD 4799231 · Braintree, MA

IA RegisteredRegistration inactive
Charles William GableCRD 6049203 · Braintree, MA

IA RegisteredRegistration inactive
Mary Madeline Warren KellyCRD 7270167 · Braintree, MA

IA Registered
Gregory Peter MurrayCRD 5530078 · Braintree, MA

IA Registered
Joshua Matthew SmithCRD 7946032 · Braintree, MA

IA Registered
Gregory John WorkmanCRD 4109970 · Braintree, MA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 291996 ↗ FINRA BrokerCheck record for firm CRD 291996 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.