Kellie A Ohare

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

• 03/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach Gardens, FL
• 04/2016 → Present
  Bank Of America, N.A.
  Palm Beach Gardens, FL

Other Businesses

I*532287 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Encinia, California, 92024 Nature of business: Position, title, association: Sole owner, Start date of relationship: 2021 Number of hours devoted: 2 hour(s) Yearly Number of hours devoted during trading hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2016-02-09

Other Names

• Kellie Ann Frederick