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Gregory Peter Murray

Kelly Financial Services LLC

Braintree, MA

CRD 5530078

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Employer firm

Kelly Financial Services LLC CRD 291996

$624M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kelly Financial Services Llc

10 Forbes Road Ste 130, Braintree, MA 02184 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-10-04
FL RA APPROVED 2018-06-12
RI RA APPROVED 2018-02-23
NH RA APPROVED 2018-02-21
MA RA APPROVED 2018-02-20
  • TX RA
    APPROVED_RES
    Since 2018-10-04
  • FL RA
    APPROVED
    Since 2018-06-12
  • RI RA
    APPROVED
    Since 2018-02-23
  • NH RA
    APPROVED
    Since 2018-02-21
  • MA RA
    APPROVED
    Since 2018-02-20

Branch Locations

10 Forbes Road Ste 130, Braintree, MA 02184 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kelly Financial Services Llc Braintree MA 07/2010 Present
Previous Registrations
  • 2010-07-27 → 2018-02-14
    Kelly Financial Services Llc
    Braintree, MA
  • 2008-09-08 → 2010-04-12
    Waddell & Reed
    Bedford, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-05
S63 Uniform Securities Agent State Law Examination 2008-06-10
  • S65 Uniform Investment Adviser Law Examination
    2008-09-05
  • S63 Uniform Securities Agent State Law Examination
    2008-06-10
Other Names
  • Greg Murray

View on SEC IAPD

Nearby Firms

NAPIER FINANCIAL
MG FINANCIAL LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Nearby Investors

Dante Marco Coppola
ADAM J DANI
ALEXANDER GREGORY WEISS

Nearby Offices

NAPIER FINANCIAL · BRAINTREE, MA
MG FINANCIAL LLC · BRAINTREE, MA
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BRAINTREE, MA

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