Table of Contents
Samuel P. Burt, Gardner T. Sanford, and Charles Sampson Kelley formed the private banking firm of S. P. Burt & Company in New Bedford, Massachusetts on April 22, 1875. Upon Burt's death in 1884, the firm was reorganized as Sanford & Kelley, who sold stock for most of the major textile mills in the area, including Wamsutta Mills and the New Bedford Rayon Company, making them one of the leading banking and brokerage houses in the city of New Bedford. Charles Sampson Kelley (1846-1937), the more prominent of the two partners, was active in civic affairs in New Bedford, serving on the Board of Trade, the Protecting Society, and the Veteran Firemen's Association. He was also active in business, being instrumental in the organization and later reorganization of the New Bedford Cordage Company. His son, Charles Sampson Kelley Jr. (1879-1959), was also involved in civic activities and worked in the offices of Sanford & Kelley with his father, as did his son, Charles Sampson Kelley III (1912-2004). In 1938 or 1939, the firm merged into Tucker, Anthony & Co., which later became Tucker, Anthony and R. L. Day. The Kelleys continued to use the S. & K. ledgers for recording transactions with their clients.
Materials in this collection reflect the activities of Sanford & Kelley, stockbrokers active in New Bedford, Mass., between 1882-1968. Stock ledgers, 1916-1937, list for each company represented by Sanford & Kelley, individuals who purchased stock in those companies, while purchase, sale, and transfer ledgers, 1924-1952, contain accounts for individuals who made stock transactions through the brokers. Other Sanford & Kelley records encompass margin account ledgers, 1923-1968; cash books, 1937-1953; and certificates for stock purchased by the firm, 1882-1903.
Personal accounts of Sarah Kelley and Charles Sampson Kelley Jr., 1936-1959, include a cash journal of stocks and dividends and ledger sheets reflecting the settlement of Charles Sampson Kelley Jr.'s estate.
Arrangement of Collection
Access to the Collection
Unrestricted. Consult librarian for an appointment.
New Bedford Whaling Museum Research Library Mss 40 [sub-group, series, sub-series, folder/volume as appropriate], [item]
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Under certain conditions specified in the law, libraries and archives are authorized to furnish a reproduction if the document does not infringe the privacy rights of an individual, group, or corporation. These specified conditions of authorized use include:
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Permission to publish, exhibit, perform, reproduce, prepare derivative works from, sell, or otherwise distribute the item must be obtained separately in writing from the holder of the original copyright (or if the creator is dead, from his/her heirs) as well as from any individual(s), groups, or corporations whose name, image, recorded words, or private information (e.g. employment information) may be reproduced in the source material. The holder of the original copyright is not necessarily the New Bedford Whaling Museum. The New Bedford Whaling Museum is not legally liable for copyright, privacy, or publicity infringement when materials are wrongfully used after being provided to researchers for "fair use."
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Records in this collection were given to the Old Dartmouth Historical Society by Charles S. Kelley Jr., 8 June 1943, and by Charles S. Kelley III, 20 September 1979.
Processed by: Barbara E. Austen, ca. 1982
Encoded by: Kermit Dewey, 26 March 2012
Funds for processing this collection were provided by the National Endowment for the Humanities.
Please Consult Research Library for Detailed Description of Collection
Account books--New Bedford, Mass.--1916-1968
Business records--Mass.--New Bedford
Kelley, Charles Sampson III, 1912-2004
Kelley, Charles Sampson Jr., 1879-1959
Kelley, Charles Sampson, 1846-1937
Margins (Security trading)
Preferred stocks--Mass.--New Bedford
Stock certificates--Mass.--New Bedford
Stock transfer--Mass.--New Bedford
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