Brian
Kelly

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5230191
Investment Advisor
in Boston, MA
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About this Advisor

Brian Kelly is a chartered financial analyst based out of Boston, Massachusetts, who has 11 years of professional experience. Kelly is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Jp Morgan Securities Inc, Jp Morgan Trust, Barclays Capital Inc, Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Kelly holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to operate in Connecticut and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business that has its headquarters in Boston, Massachusetts. The company has offices in 2,958 locations and a total of 40,146 advisors. It controls $820 billion in assets among its 2,272,151 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 4,667 charities and foundations. Of its 2,272,151 client accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, 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. Financial management fee schedules vary depending on which service is provided. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

1 Federal St Pbig - Boston Private Wealth Ctr
Boston, MA 02110

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

MA Average: 88
Total Number of Accounts

2,472,247

MA Average: 3,892
Average Account Size

$322,494

MA Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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

Brian Kelly Work History

Brian has 11 years of experience.

2015 - Present (4 years)

Bank Of America, N.A

2015 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2015 (3 years)

Barclays Capital Inc

2007 - 2012 (5 years)

Jp Morgan Securities Inc

2007 - 2012 (5 years)

Jp Morgan Trust

Disclosures

Brian Kelly has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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