Kelly L Weible

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

• 11/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 06/2021 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*1676265, Entity Type: Entity Not for Profit, Name of OBA: Corporate Curling, Address: Villa Park,Illinois 60181, Investment Related: N, Position, Title, Association: Promoter, Employee Start Date: 01/19/2024, No Hours: 0, No Hours during trading: 0, Duties: The purpose of the business is to bring curling to events as networking or team building activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-04
• S63 Uniform Securities Agent State Law Examination
  2009-01-10

Other Names

• Kelly Lynn Johnson