Kelly Loretta Gegerson

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

• 12/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Park, FL
• 04/2016 → 12/2018
  Iberiabank
  Orlando, FL
• 01/2019 → Present
  Bank Of America, N.A.
  Winter Park, FL

Other Businesses

I*120086For profit or not for profit: For-Profit OrganizationName of outside business organization: GEGERSON, ACUPUNCTURE PHYSICIANInvestment related: NAddress of business:altamonte, Florida 32701Nature of business: LLC,Position, title, association: Family Held, Start date of relationship: 10/17/2006Number of hours devoted: 0 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: This is my husband's business - he is an acupunturist I*827290For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: crestview, Florida, 32539Nature of business: Position, title, association: Sole owner, Start date of relationship: 4/25/2022Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 1Duties: I*1204365For profit or not for profit: Entity For ProfitName of outside business organization: (2912 address) LLCInvestment related: NAddress of business: Altamonte Springs, Florida, 32701Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 3/6/2023Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , rental property I*1204366For profit or not for profit: Entity For ProfitName of outside business organization: (2910 address) LLCInvestment related: NAddress of business: Altamonte Springs, Florida, 32701Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 3/6/2023Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , rental property I*1204368For profit or not for profit: Entity For ProfitName of outside business organization: (4998 address) LLcInvestment related: NAddress of business: altamonte springs, Florida, 32701Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 3/6/2023Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , rental property I*1415318For profit or not for profit: Entity For ProfitName of outside business organization: SGC Solutions II LLCInvestment related: NAddress of business: Altamonte Springs, Florida, 32701, United StatesNature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 8/1/2023Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Holding company for rental property investment will hold the three properties that have been previously disclosed I*1997276, Entity Type, ProfitName of OBA: SkyCore Group IncAddress: Marietta,Georgia,30067Investment Related: noPosition, Title, Association: OwnerEmployee Start Date:09/30/2024 No Hours:10 monthly No Hours during trading:0 Duties:shareholder I*4095275, Entity Type Entity Charitable, Name of OBA:Foodies Care Address:Jacksonville Florida 32207 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/20/2026 No Hours: 2 Monthly No Hours during trading: 2 Monthly Duties:Quarterly meetings/ monthly events/ event planning, Foodies Care is a movement built on compassion, connection, and community. By uniting people around shared meals and purposeful giving, we work tirelessly to combat homelessness, hunger, foster meaningful relationships, and uplift the most vulnerable among us. I will be helping with event planning to bring like minded people to bring awareness to homelessness and hunger

Exams

• S66 Uniform Combined State Law Examination
  2019-05-07

Other Names

• Kelly Loretta Condon
• Kelly Loretta London
• Kelly Gegerson