Morgan KellyCRD Number: 6092088
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Kelly (CRD# 6092088) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frederick, MD and has over 5 years of experience in the finance industry.
Blue Ocean Global Wealth
Gallant Financial Planning, LLC
Commonwealth Financial Network
|Bank Of America, N.a.||Frederick, MD||May 2014 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Frederick, MD||Mar 2014 - Current||4|
|Moore Wealth Inc.||Frederick, MD||Jul 2013 - Feb 2014||< 1|
|Sii Investments||Annapolis, MD||Jul 2012 - Jun 2013||< 1|
|Scarborough Capital Management, Inc.||Annapolis, MD||Jun 2012 - Jun 2013||1|
|Beacon||Salisbury, MD||Jan 2012 - May 2012||< 1|
|Salisbury University||Salisbury, MD||Aug 2008 - May 2012||3|
|Machining Technologies||Salisbury, MD||Aug 2010 - Dec 2011||1|
|Financial Aid Office Salisbury University||Salisbury, MD||Aug 2011 - Nov 2011||< 1|
|Fager's Island||Ocean City, MD||May 2010 - Aug 2010||< 1|
|Kohl's Department Store||Frederick, MD||Apr 2008 - Feb 2009||< 1|
|Ruby Tuesdays||Frederick, MD||May 2006 - Oct 2008||2|
|Tuscarora High School||Frederick, MD||Aug 2004 - Jun 2008||3|
|Bagels & Bread||Frederick, MD||Jun 2006 - May 2008||1|
|Bb's Bagels And Bread||Frederick, MD||Jun 2006 - May 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 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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