Peter Gove Kelly

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 01/2020
  Charles Schwab & Co., Inc.
  Orlando, FL
• 07/2016 → 01/2020
  Uber
  Winter Springs, FL
• 01/2020 → 07/2023
  Fidelity Brokerage Services Llc
  Vero Beach, FL
• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vero Beach, FL
• 09/2023 → Present
  Bank Of America, N.A.
  Vero Beach, FL

Previous Registrations

• 2020-02-20 → 2023-07-12
  Fidelity Personal And Workplace Advisors
  Vero Beach, FL
• 2011-01-04 → 2020-01-21
  Charles Schwab & Co., Inc.
  Orlando, FL
• 2010-04-30 → 2010-06-30
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2009-11-27
• S63 Uniform Securities Agent State Law Examination
  2004-11-22

Other Names

• Peter Gove Kelly
• Peter Gove Kelly
• Peter Gove Kelly