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KELLY FINANCIAL SERVICES LLC

BRAINTREE, MA · CRD 291996 · IAPD ↗ · kellyfinancial.org · 781-849-3090

$623.6MRegulatory AUM
6Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
January 2026 — KELLY FINANCIAL SERVICES LLC notice-filed in CT, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — KELLY FINANCIAL SERVICES LLC crossed $500M in regulatory AUM ($488.6M -> $506.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2024 — KELLY FINANCIAL SERVICES LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2024 — KELLY FINANCIAL SERVICES LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.