Kelly Ann Binkowski

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2015 → 05/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Freehold, NJ
• 11/2015 → 05/2018
  Bank Of America, N.A.
  Freehold, NJ
• 06/2018 → Present
  Leonard Brodsky And Associates, Inc.
  New Hope, PA
• 06/2018 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2016-01-14 → 2018-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Freehold, NJ

Exams

• S66 Uniform Combined State Law Examination
  2015-12-31

Other Names

• Kelly A Binkowski
• Kelly Ann Binkowski
• Kelly Binkowski