Joshua Matthew Smith
Investment adviser representative at Kelly Financial Services LLC
19 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
19 years in the industry.
- Kelly Financial Services, LLCDec 2025 to now
- Shp FinancialJun 2024 to Sep 2025
- Shp Wealth Management, LLCJun 2024 to Sep 2025
- Shp Financial, LLCMay 2023 to Aug 2023
- Cabbyshack RestaurantMay 2022 to Jun 2024
- Boston CollegeAug 2020 to May 2024
- UnemployedMay 2020 to Aug 2020
- Brothers PizzaMay 2018 to Mar 2020
- UnemployedJul 2017 to Apr 2018
- StudentSep 2007 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7946032
- Firm CRD
- 291996