George Kellner, financial advisor Mount Pleasant SC

George Kellner

CRD Number: 1344975
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

George Kellner (CRD# 1344975) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Pleasant, SC and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Mount Pleasant, SC Jul 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Westport, CT Apr 1992 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S65 NASAA Investment Advisors Law Examination Mar 1995
Contact Info for George W. Kellner
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CT
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, WY

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