Gregory John Workman

Financial advisor at Kelly Financial Services LLC · Braintree, MA

Last updated 2026-10-10

Gregory John Workman is a financial advisor at Kelly Financial Services LLC in Braintree, MA, CRD 4109970. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2019-08-21.

Registration

CRD number: 4109970
Registration status: Active
IAPD registration: 2019-08-21
Industry Experience: 7 years
Work Experience: 11 years
States registered: MA

Licenses and exams

Series 63
Series 65

Work history

2018-11 to 2019-05 · Nylife Securities LLC · Bridgewater, MA
2018-11 to 2019-05 · New York Life Insurance Co. · Bridgewater, MA
2015-09 to 2018-06 · Outfront Media · New York, NY
2018-06 to 2018-10 · Unemployed · Hyde Park, MA
2019-06 to 2020-10 · Minnesota Life Insurance Company · St. Paul, MN
2019-06 to 2020-10 · Securian Financial Services Inc. · St. Paul, MN
2019-06 to 2020-10 · Pioneer Financial Group · Dedham, MA
2020-10 to 2020-12 · Equitable Advisors, LLC · New York, NY
2020-10 to 2020-12 · Financial Compass Group, LLC · Wellesley, MA
2021-02 to Present · Kelly Financial Services · Braintree, MA
2019-11 to Present · Lyft, Inc. · San Francisco, CA

Current employment

Kelly Financial Services LLC · Braintree, MA

SEC IAPD record for Gregory John Workman

Kelly Financial Services LLC

Regulatory AUM: $623,597,927
Registered advisors: 7
Offices: 2
Clients per advisor: 200.1 (High)
Average AUM per client: $445.1K (Low)
High-net-worth client ratio: 14.6% (Low)

Kelly Financial Services LLC: advisors, services and reported ETF investments

About

Gregory John Workman is a financial advisor at Kelly Financial Services LLC in Braintree, MA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 7 years of industry experience and 11 years of reported work history. Reported roles include Kelly Financial Services, Lyft, Inc., Equitable Advisors, LLC, Financial Compass Group, LLC, among others.

SEC disclosures list additional business and community activities: Lyft: 00.

Kelly Financial Services LLC's firm-level Form ADV reports 7 advisors across 2 offices; approximately 200.1 clients per advisor, average assets per client of $445,109, and regulatory AUM of $623.6M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $424.7M across 86 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Gregory John Workman personally.

Reported ETF positions

Kelly Financial Services reports 86 ETF positions worth $424.7M on Form 13F; the largest are listed.

Largest ETF positions reported by Kelly Financial Services
Fund	Reported value
IVV — iShares Core S&P 500 ETF	$70.8M
CORO — iShares International Country Rotation Active ETF	$33.2M
IVW — iShares S&P 500 Growth ETF	$25.6M
DYNF — iShares U.S. Equity Factor Rotation Active ETF	$24.2M
IVE — iShares S&P 500 Value ETF	$20.9M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Noteworthy reported investments

Kelly Financial Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.

Firm-reported positions leading each research ranking
Ranking	Fund	Reported value	Percentile	Key figures
Similar Fund Ranking	DYNF — iShares U.S. Equity Factor Rotation Active ETF	$24.2M	Top 99.8%	Peer conviction 86.8% · Active return +4.88%
Addressable Market	DYNF — iShares U.S. Equity Factor Rotation Active ETF	$24.2M	Top 99.9%	Addressable AUM $14.9T · Peer conviction 86.8%
Residual Alpha	CORO — iShares International Country Rotation Active ETF	$33.2M	Top 99.8%	Residual alpha +5.96% · Residual Sharpe 0.24
Diversification Benefits	IALT — iShares Systematic Alternatives Active ETF	$10.3M	Top 99.4%	Replicability (R²) 33.8% · Residual Sharpe 1.52

Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Kelly Financial Services LLC on Form ADV.

Client services

Financial Planning Services
Individuals and Small Businesses
Selection of Other Advisers

Fee options

Percentage of Assets Under Management
Hourly Charges
Fixed Fees (Other Than Subscription)

Business and affiliations

Insurance Broker or Agent

Location

10 Forbes Rd, Braintree, MA 02184

2 advisors at this office.

Kelly Financial Services office in Braintree, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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