Kelly
Bliss

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6108199
Investment Advisor
in Chicago, IL

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About this Advisor

Kelly Bliss is a financial advisor working in Chicago, Illinois, with 9 years of relevant experience. Bliss is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Bliss has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Cetera Investment Advisors LLC, Cetera Financial Specialists LLC, Century Accounting & Financial Solutions and Bank Of America N.A. Bliss holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Illinois and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm headquartered in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 financial advisors. It controls $1 trillion in total assets across its 2,864,234 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 accounts, 23% belong to high-net-worth investors who have at least $1 million in investable assets. The business has a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management largely are based on which service is provided. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

110 N Wacker Dr Pbig - Chicago
Chicago, IL 60606

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

IL Average: $7,464,549,021
Total Number of Employees

36,687

IL Average: 88
Total Number of Accounts

2,864,234

IL Average: 3,892
Average Account Size

$381,844

IL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Kelly Bliss Work History

Kelly has been registered as a financial advisor for 9 years.*

2022 - Present (2 years)

Bank Of America N.A

2014 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2014 (< 1 year)

Cetera Investment Advisors LLC

2012 - 2014 (2 years)

Cetera Financial Specialists LLC

2012 - 2014 (2 years)

Century Accounting & Financial Solutions

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kelly Bliss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
Jared Chud
Pennington, NJ
Mark Wierda
Jacksonville, FL
Walter Roderer
Miamisburg, OH
William Braude
Charlotte, NC
Bryce Witner
Johnston, RI
Andre Stampfel
West Islip, NY
Gerrit Shuffstall
Bel Air, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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