Charles William Gable

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 12/2017
  Lpl Financial
  Needham, MA
• 12/2017 → 10/2020
  Wells Fargo Clearing Services Llc
  Norwell, MA
• 10/2020 → 12/2022
  Massmutual Life Insurance Co
  Boston, MA
• 11/2020 → 12/2022
  Mml Investors Services, Llc
  Boston, MA
• 05/2016 → 12/2017
  Webster Investments
  Needham, MA
• 01/2023 → Present
  Kelly Financial Services
  Braintree, MA

Previous Registrations

• 2017-12-13 → 2020-11-09
  Wells Fargo Clearing Services, Llc
  Norwell, MA
• 2016-06-01 → 2017-12-15
  Lpl Financial Llc
  Boston, MA
  Needham, MA
  Boston, MA
  Boston, MA
  Cambridge, MA
  Boston, MA
  Boston, MA
  Cambridge, MA
  Brookline, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Burlington, MA
  Cambridge, MA
  Lexington, MA
  Quincy, MA
  Newton, MA
  Cambridge, MA
• 2012-07-23 → 2016-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Boston, MA
  Boston, MA
  West Roxbury, MA
  Hingham, MA
  Hingham, MA
  Malden, MA
  Hingham, MA
  Dedham, MA

Exams

• S66 Uniform Combined State Law Examination
  2012-07-20

Other Names

• Charles William Gable
• Charles Gable