Lindsay Kelly, financial advisor Baltimore MD
90 score

Lindsay Kelly

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington, DC Jan 2011 - Current 6
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
Bryant University Smithfield, RI Sep 2003 - Aug 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Lindsay M. Kelly
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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