Erika KellyCRD Number: 6610638
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Erika Kelly (CRD# 6610638) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 3 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Merrill Lynch Pierce Fenner & Smith||Princeton, NJ||Jun 2017 - Current||4|
|Merrill Lynch Pierce Fenner & Smith||Princeton, NJ||Feb 2016 - Jun 2017||1|
|The College Of New Jersey||Ewing, NJ||Aug 2013 - May 2017||3|
|Cvs Health||Ewing, NJ||Mar 2015 - Dec 2015||< 1|
|Cvs Health||Ewing, NJ||Jan 2015 - Mar 2015||< 1|
|Cvs Health||Hackettstown, NJ||Dec 2014 - Jan 2015||< 1|
|Cvs Health||Ewing, NJ||Sep 2014 - Dec 2014||< 1|
|Dance Expressions||Hackettstown, NJ||Sep 2012 - Jun 2013||< 1|
|Hackettstown High School||Hackettstown, NJ||Sep 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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