Kelsey W Short

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

• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
• 07/2021 → 07/2022
  Netsmart Technologies, Inc.
  Overland Park, KS
• 04/2018 → 05/2021
  Jayhawk Cafe
  Lawrence, KS
• 02/2020 → 05/2020
  Ubs Wealth Management
  Leawood, KS
• 09/2019 → 01/2020
  Johnny's Tavern
  Lawrence, KS
• 10/2012 → 04/2018
  Unemployed
  Chesterfield, MO
• 03/2025 → Present
  Bank Of America, N.A.
  Kansas City, MO

Other Businesses

I*3841297Entity Type: Entity CharitableName of OBA: B's Hope for Childhood CancerAddress: Olathe, Kansas, 66062Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 02/25/2026Number of Hours: 2, MonthlyNumber of Hours during trading: 0, MonthlyDuties: They raise money for childhood cancer research. Chairwoman of the Junior Board. Will be hosting an annual event to help raise money and awareness for the charity and then volunteering at all the events put on by the charity. I*3841298, Entity Type: Entity Charitable, Name of OBA: Junior Achievement of Greater Kansas City, Address: Kansas City, Kansas, 66103, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 02/10/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Chairwoman of the community impact council. The community impact council will be in charge of planning and throwing a networking event to help raise money and awareness of Junior Achievement Kansas City. Will be targeting young professionals to try and get people involved with volunteering and such. Raising money component will come from ticket sales to the event. Will also be expected to volunteer throughout the year at different events they have. I will not be handling the cash/money collections directly. Financial literacy for children and teens

Exams

• S66 Uniform Combined State Law Examination
  2023-02-21

Other Names

• Kelsey Wynne Short