Kellie
Russell

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7513468
Investment Advisor
in Buffalo, NY

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About this Advisor

Kellie Russell is a financial advisor operating in Buffalo, New York with a total of 1 year of industry experience. Russell is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Medaille College, South Buffalo Charter School, Grand Island Senior High School, Oracle Charter School, Cheektowaga-Maryvale Union Free School District and Niagara County Community College. Russell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Connecticut, New York and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm based in New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It has $1 trillion in total assets across its 2,864,234 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a number of services, such as 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 charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

3588 Delaware Ave
Buffalo, NY 14217

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

NY Average: 88
Total Number of Accounts

2,864,234

NY Average: 3,892
Average Account Size

$381,844

NY 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

Kellie Russell Work History

Kellie has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - Present (2 years)

Bank Of America, N.A

2021 - 2022 (1 year)

Medaille College

2016 - 2021 (5 years)

South Buffalo Charter School

2016 - 2016 (< 1 year)

Grand Island Senior High School

2015 - 2016 (1 year)

Oracle Charter School

2014 - 2015 (1 year)

Cheektowaga-Maryvale Union Free School District

2012 - 2014 (2 years)

Niagara County Community College

*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 Kellie Russell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Fort Collins, CO
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Rochester, MN
Daniel Montesinos
West Jordan, UT
Mark Wierda
Jacksonville, FL
Steven Crate
Dallas, TX
Han Tran
Westminster, CA
Paul Michael Reyes
Oak Brook, IL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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