Kendra Lynne Shelland

Employer firm

Ptma Investment Advisors CRD 301973

$30.6B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2010 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2019 → 04/2021
  Bofa Securities, Inc.
  New York, NY
• 05/2021 → Present
  Pma Securities, Llc
  Naperville, IL
• 05/2021 → Present
  Pma Financial Network, Llc
  Naperville, IL
• 05/2021 → Present
  Pma Asset Management, Llc
  Naperville, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-02
• S63 Uniform Securities Agent State Law Examination
  2012-08-14

Other Names

• Kendra L Shelland
• Kendra Lynne Shelland