Inactive

Mary Madeline Warren Kelly

Kelly Financial Services LLC

CRD 7270167

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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

Authority	Category	Status	Date
MA	RA	APPROVED	2024-01-09

MA RA
APPROVED

Since 2024-01-09

Branch Locations

10 Forbes Road St 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

Organization	City	State	From	To
Providence College	Providence	RI	08/2015	05/2019
Kelly Financial Services	Braintree	MA	06/2019	Present
Kelly Financial Services	Braintree	MA	06/2017	08/2017
Kelly Financial Services	Braintree	MA	06/2018	08/2018

08/2015 → 05/2019

Providence College

Providence, RI
06/2019 → Present

Kelly Financial Services

Braintree, MA
06/2017 → 08/2017

Kelly Financial Services

Braintree, MA
06/2018 → 08/2018

Kelly Financial Services

Braintree, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-12

S65 Uniform Investment Adviser Law Examination

2023-12-12

Other Names

Mary Madeline Warren

View on SEC IAPD

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Nearby Investors

Dante Marco Coppola

ALEXANDER GREGORY WEISS

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NAPIER FINANCIAL · BRAINTREE, MA

MG FINANCIAL LLC · BRAINTREE, MA

MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BRAINTREE, MA

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