Brian Kelaher, financial advisor Farmington CT
93 score

Brian Kelaher

CRD Number: 5881761
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brian Kelaher (CRD# 5881761) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Farmington, CT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Hartford, CT Dec 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford, CT Nov 2012 - Current 4
Morgan Stanley Smith Barney West Hartford, CT Jan 2011 - Nov 2012 1
Unemployed Watertown, MA Jan 2010 - Jan 2011 1
Wells Fargo Financial Medford, MA Aug 2008 - Jan 2010 1
Unemployed Farmington, CT Jun 2008 - Aug 2008 < 1
Full-time Education Providence, RI Sep 2007 - Jun 2008 < 1
Kelaher Associates New Britain, CT Jun 2007 - Sep 2007 < 1
Full-time Education Providence, RI Sep 2006 - Jun 2007 < 1
Kelaher Associates New Britain, CT Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Brian F. Kelaher
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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