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Joshua Matthew Smith

Kelly Financial Services LLC

Braintree, MA

CRD 7946032

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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
MA RA APPROVED 2025-12-19
  • MA RA
    APPROVED
    Since 2025-12-19

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
Student Raynham MA 09/2007 06/2017
Brothers Pizza Raynham MA 05/2018 03/2020
Cabbyshack Restaurant Plymouth MA 05/2022 06/2024
Shp Financial Plymouth MA 06/2024 09/2025
Shp Wealth Management, Llc Plymouth MA 06/2024 09/2025
Unemployed Raynham MA 05/2020 08/2020
Shp Financial, Llc Plymouth MA 05/2023 08/2023
Boston College Chestnut Hill MA 08/2020 05/2024
Unemployed Raynham MA 07/2017 04/2018
Kelly Financial Services, Llc Braintree MA 12/2025 Present
  • 09/2007 → 06/2017
    Student
    Raynham, MA
  • 05/2018 → 03/2020
    Brothers Pizza
    Raynham, MA
  • 05/2022 → 06/2024
    Cabbyshack Restaurant
    Plymouth, MA
  • 06/2024 → 09/2025
    Shp Financial
    Plymouth, MA
  • 06/2024 → 09/2025
    Shp Wealth Management, Llc
    Plymouth, MA
  • 05/2020 → 08/2020
    Unemployed
    Raynham, MA
  • 05/2023 → 08/2023
    Shp Financial, Llc
    Plymouth, MA
  • 08/2020 → 05/2024
    Boston College
    Chestnut Hill, MA
  • 07/2017 → 04/2018
    Unemployed
    Raynham, MA
  • 12/2025 → Present
    Kelly Financial Services, Llc
    Braintree, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-14
  • S65 Uniform Investment Adviser Law Examination
    2024-06-14
Other Names
  • Joshua M Smith

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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