Kelly Ann Bridgwood

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

• 10/2004 → Present
  Bank Of America, N.A.
  Great Neck, NY
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Great Neck, NY

Other Businesses

I*372513, Entity Type: Entity For Profit, Name of OBA: KB, Address: Levittown, New York 11756, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 02/05/2014, No Hours: 1, No Hours during trading: 0, Duties: Notary Public - for personal use only

Exams

• S66 Uniform Combined State Law Examination
  2024-11-11
• S63 Uniform Securities Agent State Law Examination
  2000-04-13

Other Names

• Kelly Ann O'KEeffe
• Kelly Ann Bridgewood