Michael Patrick Doucette
Investment adviser representative at Kelly Financial Services LLC
13 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
13 years in the industry.
- Kelly Financial Services LLCSep 2020 to now
- Pioneer Financial GroupDec 2016 to Sep 2020
- Minnesota Life Insurance CompanyNov 2016 to Sep 2020
- Securian Financial Services Inc.Nov 2016 to Sep 2020
- Pioneer Financial GroupNov 2016 to Nov 2016
- GuardianDec 2013 to Nov 2016
- Park Ave SecuritiesDec 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
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
- 4799231
- Firm CRD
- 291996