Christian Kelly
CRD Number: 6593341Current 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 5 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Upper Saint Clair, PA | Mar 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Saint Clair, PA | Mar 2023 - Current | 1 |
| Bank Of America, N.a. | Upper Saint Clair, PA | Jan 2019 - Mar 2023 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Saint Clair, PA | Jul 2018 - Mar 2023 | 4 |
| 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 |
- PA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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