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Charles William Gable

Kelly Financial Services LLC

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About Charles William Gable

Charles Gable is a financial advisor in the Braintree, MA area. Charles is an Investment Adviser Representative with Kelly Financial Services LLC. Charles has over 11 years of experience in the financial services industry. Charles William Gable was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, LPL Financial LLC, and MML Investors Services, LLC. Charles Gable holds the Series 66, Series 7, and SIE securities licenses.

Firm Information

Charles Gable is currently registered with Kelly Financial Services LLC. Kelly Financial Services LLC is an investment advisor based in Braintree, Massachusetts. The firm has 7 licensed agents and manages approximately $488,597,699 in assets, primarily for individuals. They provide financial planning, portfolio management for individuals, and selection of other advisors.
Kelly Financial Services LLC

10 FORBES ROAD

BRAINTREE, MA 02184

$488.60M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Gable’s Registration & Firm History

MA

01/11/2023 - Present

Kelly Financial Services LLC (BRAINTREE MA)

MA

11/11/2020 - 12/31/2022

MML INVESTORS SERVICES, LLC (BOSTON MA)

MA

12/12/2017 - 11/09/2020

WELLS FARGO CLEARING SERVICES, LLC (NORWELL MA)

MA

05/16/2016 - 12/15/2017

LPL FINANCIAL LLC (BOSTON MA)

MA

05/21/2012 - 05/16/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HINGHAM MA)

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Licenses & Designations

BOTH

Issued 07/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles William Gable.
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