Amelia KellyCRD 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 5 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lincoln, RI||Jun 2014 - Current||3|
|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|
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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