Gregory John Workman
Investment adviser representative at Kelly Financial Services LLC
11 yearsExperience
1 stateRegistered in
$623.6MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Kelly Financial Services LLCFeb 2021 to now
- Lyft, Inc.Nov 2019 to now
- Equitable Advisors, LLCOct 2020 to Dec 2020
- Financial Compass Group, LLCOct 2020 to Dec 2020
- Minnesota Life Insurance CompanyJun 2019 to Oct 2020
- Pioneer Financial GroupJun 2019 to Oct 2020
- Securian Financial Services Inc.Jun 2019 to Oct 2020
- New York Life Insurance Co.Nov 2018 to May 2019
- Nylife Securities LLCNov 2018 to May 2019
- UnemployedJun 2018 to Oct 2018
- Outfront MediaSep 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
Kelly Financial Services LLC
$623.6MAssets managed
1,401Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4109970
- Firm CRD
- 291996