Patrick KellyCRD Number: 5939108
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Patrick Kelly (CRD# 5939108) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 4 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Bank Of America, N.a.||Pittsford, NY||May 2013 - Current||4|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Pittsford, NY||May 2012 - Current||5|
|Seaway Advisors Ltd.||Fairport, NY||Jan 2012 - May 2012||< 1|
|Nazareth College Of Rochester||Rochester, NY||Aug 2011 - May 2012||< 1|
|Nazareth College Of Rochester||Rochester, NY||Aug 2008 - May 2012||3|
|Merrill Lynch Wealth Management||Pittsford, NY||Jun 2011 - Aug 2011||< 1|
|The Shoe Dept.||Victor, NY||Jun 2011 - Aug 2011||< 1|
|Custom Spares Ltd.||Brewster, NY||Jul 2005 - Aug 2011||6|
|Hollister Company||Danbury, CT||Dec 2008 - Dec 2008||< 1|
|The Trinity-pawling School||Pawling, NY||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- 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