Amelia Kelly, financial advisor Lincoln RI
90 score

Amelia Kelly

CRD Number: 4463928
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Amelia Kelly (CRD# 4463928) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI 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 Lincoln, RI Jun 2014 - Current 2
Unemployed Richmond, RI Mar 2014 - Jun 2014 < 1
Westerly Community Credit Union Westerly, RI Sep 2013 - Mar 2014 < 1
Nylife Securities LLC Providence, RI Oct 2012 - Sep 2013 < 1
New York Life Insurance Company Providence, RI Oct 2012 - Sep 2013 < 1
Unemployed Richmond, RI Jan 2012 - Oct 2012 < 1
Dress Barn Suffern, NY May 2010 - Jan 2012 1
Kaplan University Ft Lauderdale, FL Nov 2009 - Nov 2011 2
Unemployed Richmond, RI Sep 2008 - May 2010 1
Ccri Warwick, RI Jun 2009 - Dec 2009 < 1
Pawtucket Credit Union Pawtucket, RI Feb 2008 - Sep 2008 < 1
Ri Mortgage Store Cranston, RI Apr 2007 - Feb 2008 < 1
Foxwoods Resort & Casino Mashantucket, CT Jun 2007 - Jan 2008 < 1
People's Bank Bridgeport, CT Jul 1998 - Apr 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Amelia Kelly
Phone Number: 800-637-7455
Registered State(s):
  • RI
  • 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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