Ryan Kelley
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
3 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Bank of America, N.A.Sep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to now
- SnhuJan 2023 to Feb 2024
- Magna Hospitality GroupSep 2022 to Oct 2022
- TargetApr 2020 to Aug 2020
- Ftg TechnologiesMay 2019 to Aug 2019
- UpsJan 2019 to Mar 2019
- Bryant UniversitySep 2018 to May 2022
- Cousins's PizzaJan 2018 to Nov 2022
- Olympia SportsSep 2015 to Aug 2018
- Foxborough High SchoolJan 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CT, RI, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7656201
- Firm CRD
- 7691