Brandon KaleyCRD Number: 6660084
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Brandon Kaley (CRD# 6660084) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jericho, NY and has over 3 years of experience in the finance industry.
Park Avenue Securities LLC
American Portfolios Advisors, Inc.
Hightower Advisors, LLC
|Bank Of America, N.a.||Jericho, NY||Sep 2021 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jericho, NY||Mar 2018 - Current||3|
|Manufacturing Consortium Of Long Island||Hauppauge, NY||May 2017 - Mar 2018||< 1|
|Boston College||Chestnut Hill, MA||Sep 2013 - Dec 2017||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Garden City, NY||Jun 2016 - Jan 2017||< 1|
|Bridgehampton National Bank||Hauppauge, NY||May 2015 - Dec 2015||< 1|
|Cold Spring Harbor High School||Cold Spring Harbor, NY||Sep 2007 - Jun 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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