Morgan Kelly, financial advisor Frederick MD
90 score

Morgan Kelly

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Frederick, MD May 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick, MD Mar 2014 - Current 2
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
Contact Info for Morgan A. Kelly
Phone Number: 800-637-7455
Registered State(s):
  • MD
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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