Christian Kelly, financial advisor Upper Saint Clair PA

Christian Kelly

CRD Number: 6593341
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Christian Kelly (CRD# 6593341) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Upper Saint Clair, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Upper Saint Clair, PA Jan 2019 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Upper Saint Clair, PA Jul 2018 - Current 3
Unemployed Pittsburgh, PA May 2018 - Jul 2018 < 1
Claremont Mckenna College Claremont, CA Jan 2015 - May 2018 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Jun 2017 - Aug 2017 < 1
Cain Brothers And Company San Francisco, CA Jun 2016 - Aug 2016 < 1
Morgan Stanley Claremont, CA Jan 2016 - Aug 2016 < 1
Financial Industry Regulatory Authority Rockville, MD May 2015 - Jul 2015 < 1
Claremont Mckenna College Claremont, CA Feb 2015 - May 2015 < 1
Unemployed Pittsburgh, PA Jun 2014 - Feb 2015 < 1
Upper Saint Clair High School Pittsburgh, PA Aug 2010 - Jun 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2018
S65 NASAA Investment Advisors Law Examination Mar 2019
Contact Info for Christian R. Kelly
Phone Number: 800-637-7455
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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 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, WY

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