Chief Compliance Officer · Kelly Financial Services LLC
Gregory P. Murray
CRD 5530078 · Named on Form ADV at one SEC-registered adviser
At a glance
Kelly Financial Services LLC, an SEC-registered wealth manager based in Braintree, MA with $624 million in regulatory assets, lists Gregory P. Murray on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Kelly Financial Services LLCChief Compliance OfficerWealth manager · Braintree, MA · $624M in regulatory assets
AtlasMembers
Gregory’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Kelly D. KellyPresident, Kelly Financial Services LLC
- Michael P. DoucetteChief Operating Officer, Kelly Financial Services LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.