Michael Patrick Doucette
Professional Summary
Michael Patrick Doucette, who also goes by Michael Doucette, is a registered financial advisor currently at KELLY FINANCIAL SERVICES LLC located in Braintree, Massachusetts. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Michael has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Doucette
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
KELLY FINANCIAL SERVICES LLC
Contact Information
Main Address
10 Forbes Road Ste 130, Braintree, MA 02184Phone Number
(781) 849-3090# of Employees
10SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,094AUM (Assets Under Management)
$623,597,927Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
KELLY FINANCIAL SERVICES LLC
State Registrations and Notice Filings
(9/29/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2004About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Patrick Doucette's CRS (Customer Relationship Summary).
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