Kathleen Mcelaney

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

• 09/2022 → Present
  Merrill Lynch
  Boston, MA
• 02/2014 → Present
  Keller Williams Realty
  Boston, MA
• 02/2017 → 08/2018
  Capital One
  Hingham, MA

Previous Registrations

• 2012-05-08 → 2012-10-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hyannis, MA
• 2009-06-01 → 2010-06-11
  Morgan Stanley
  Wellesley, MA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Wellesley, MA
• 2007-03-23 → 2007-04-02
  Morgan Stanley Dw Inc.
  Wellesley, MA

Other Businesses

I*1000306, Entity Type: For Profit, Name of OBA: Triangle Team DBA Keller Williams Boston Metro , Address: Boston, Massachusetts 02116, Investment Related: N, Position, Title, Association: Employee, Employee Start Date: 09/20/2022, No Hours: 0, No Hours during trading: 0, Duties: Real Estate Salesperson License will remain active. I understand that I can only engage in transactions for myself and immediate family members. I*4836272 Entity Type: Charitable Name of OBA: Sober & Curious Boston Inc Address: Weymouth, Massachusetts, 2190 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Nonprofit that helps people connect and organizes activities without alcohol. I serve as an uncompensated member of the Board of Directors. As a director, I provide governance and oversight by participating in a monthly board meeting but do not participate in organization's day to day operations or management.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-09

Other Names

• Kathleen Ann Mcelaney
• Kathleen A Mcelaney