Kelly Dwyer, financial advisor Winston Salem NC
88 score

Kelly Dwyer

CRD Number: 6411084
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kelly Dwyer (CRD# 6411084) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winston Salem, NC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Winston-salem, NC Jan 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Winston Salem, NC Oct 2014 - Current 2
David Maus Volkswagen Orlando, FL Aug 2013 - Oct 2014 1
Taps Bar, Restaurant, And Lounge Orlando, FL Sep 2013 - Aug 2014 < 1
Abercrombie And Fitch Orlando, FL Jan 2011 - Aug 2013 2
Harry's Cigar And Brew Oviedo, FL Jul 2010 - Apr 2011 < 1
Financial Foundation Group Orlando, FL Aug 2010 - Dec 2010 < 1
Wofford College Spartanburg, SC Sep 2006 - Jun 2010 3
Fairwinds Credit Union Orlando, FL Jul 2009 - Aug 2009 < 1
David Maus Volkswagen Orlando, FL Jun 2008 - Aug 2008 < 1
David Maus Toyota Sanford, FL Jun 2007 - Aug 2007 < 1
David Maus Toyota Sanford, FL Apr 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Kelly A. Dwyer
Phone Number: 800-637-7455
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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