Gregory Workman is a registered investment advisor at Kelly Financial Services LLC, based in Braintree, MA, with 9 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,401 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. There is a minimum annual fee of $500.
Fee Estimator
Location
10 Forbes Rd, Ste 130, Braintree, MA, 02184
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory works as a rideshare driver for Lyft, dedicating approximately 60 hours per month to this activity.
Employment History
Current Registrations
Kelly Financial Services LLC
Previous Registrations
Equitable Advisors, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Nylife Securities LLCBroker
Guardian Investor Services LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.