Lindsay KellyCRD Number: 5892271
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lindsay Kelly (CRD# 5892271) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baltimore, MD and has over 5 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Oxford Planning Group, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Washington, DC||Jan 2011 - Current||7|
|Nyc Department Of Education||New York, NY||Sep 2010 - Jan 2011||< 1|
|Mattituck Junior Senior High School||Mattituck, NY||Dec 2008 - Aug 2010||1|
|Judge Baker's Children's Hospital||Boston, MA||Jul 2008 - Nov 2008||< 1|
|Mattituck Junior Senior High School||Mattituck, NY||Aug 2007 - Jul 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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