KELLY, WILLIAM, ANTHONY
Legal name: KELLY FINANCIAL SERVICES
CRD #127462 SEC #801-79474 BRAINTREE, MA 781-849-3090
SEC Registered
Total AUM
$273.6M
Discretionary
$255.7M
Employees
8
Clients
0
Accounts
2,747
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 2, 2017
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MURRAY, GREGORY, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURRAY, GREGORY, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURRAY, GREGORY, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURRAY, GREGORY, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURRAY, GREGORY, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURRAY, GREGORY, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURRAY, GREGORY, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURRAY, GREGORY, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURRAY, GREGORY, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURRAY, GREGORY, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURRAY, GREGORY, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURRAY, GREGORY, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MURRAY, GREGORY, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | OWNER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | OWNER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | OWNER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | OWNER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | OWNER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | OWNER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | OWNER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | OWNER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | OWNER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | OWNER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | OWNER | E | Control |
| KELLY, WILLIAM, ANTHONY | I | OWNER | E | Control |
Registrations
Federal
IA
Nov 2, 2017 REGISTERED
Notice Filings (9)
AZ CA CT FL MA ME NH OH RI
Address
TEN FORBES ROAD WESTSUITE 130
BRAINTREE, MA 02184-2605
United States
Phone: 781-849-3090