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Erin Margaret Kelly

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2004-07-29
CT RA APPROVED 2002-09-03
  • TX RA
    APPROVED_RES
    Since 2004-07-29
  • CT RA
    APPROVED
    Since 2002-09-03

Branch Locations

100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Inc. Boston MA 07/2002 Present
  • 07/2002 → Present
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    Boston, MA
Previous Registrations
  • 2002-05-06 → 2002-08-20
    Robertson Stephens, Inc.
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-22
S63 Uniform Securities Agent State Law Examination 1998-08-04
  • S66 Uniform Combined State Law Examination
    2001-01-22
  • S63 Uniform Securities Agent State Law Examination
    1998-08-04
Other Names
  • Erin Margaret Kelley

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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