William Anthony Kelly

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

• 01/2018 → Present
  Kelly Financial Services
  Braintree, MA
• 06/2024 → 08/2024
  Taylor True Value Rental
  Warren, RI
• 09/2020 → 05/2024
  Portsmouth Abbey School
  Portsmouth, RI
• 01/2015 → 05/2024
  Education, From 2015 Up To 12Th Grade Highschool
  Portsmouth, RI
• 01/2025 → Present
  Bryant University
  Smithfield, RI

Other Businesses

PROSPERA GROUP LLC. Not investment related. Kansas City, MO. Thinktank and workflow solutions. Member, CTO. Start Date 9/14/2025. 0 hours /mo including during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-24