Kelly E Maryeski

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

• 09/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Groton, CT
• 11/2024 → Present
  Bank Of America, N.A.
  Groton, CT

Other Businesses

I*2033285, Entity Type, Name of OBA: Rental Property 1 Address: Waterford, CT 06385 Investment Related: N Position, Title, Association: Sole owner Employee Start Date: 10/01/2024 No Hours: 1 No Hours during trading: 0 Duties: Filing taxes for rental property, making sure rent is paid, small repairs if necessary for tenant I*2691263, Entity Type: Entity For Profit, Name of OBA: Bug and Bean Delivery, Address: Marlborough, Connecticut, 06447, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 08/25/2025, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: pick up food from restaurants and drop off at houses, I am doing a part time job as a 1099 contractor delivering food for local restaurants

Exams

• S66 Uniform Combined State Law Examination
  2025-02-14

Other Names

• Kelly Elizabeth Cavender
• Kelly Elizabeth Maryeski