KELLY FINANCIAL SERVICES LLC
CRD #291996 SEC #801-112431 BRAINTREE, MA 781-849-3090
SEC Registered
Total AUM
$506.5M
Discretionary
$461.6M
Employees
11
Clients
0
Accounts
3,240
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 16, 2025
- Branch Offices
- 1
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 | |
| 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, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
| KELLY, KELLY, D. | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Dec 16, 2025 REGISTERED
Notice Filings (15)
AZ CA CT FL MA ME NC NE NH PA RI SC TX VA VT
Address
10 FORBES ROADSTE 130
BRAINTREE, MA 02184
United States
Phone: 781-849-3090