Kelly Bliss

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

• 06/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 10/2022 → Present
  Bank Of America N.A.
  Chicago, IL

Previous Registrations

• 2014-03-05 → 2014-07-17
  Cetera Investment Advisers Llc
  Oakbrook Terrace, IL

Other Businesses

I*134021For profit or not for profit: For-Profit OrganizationName of outside business organization: Bay Road Holdings, LLCInvestment related: NAddress of business:McHenry, Illinois 60051Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 10/5/2020Number of hours devoted: 0 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Second home that is occasionally rented.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-01

Other Names

• Kelly Conrad