Coreen Kessi

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

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 04/2024 → 07/2025
  Blue Foundry Bank
  Jersey City, NJ
• 04/2023 → 04/2024
  Away Travel
  New York, NY
• 08/2021 → 05/2023
  Rutgers University
  Newark, NJ
• 08/2019 → 06/2021
  Cuny Medgar Evers College
  Brooklyn, NY
• 01/2015 → 08/2018
  Barbro Johansson High School
  Dar Es Salaam
• 09/2018 → 07/2019
  Unemployed
  Brooklyn, NY
• 12/2025 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*5176271 Entity Type: N/A Name of OBA: Rental Property - 03-Aug-26 - 1 Address: Jersey City, New Jersey, 07306 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 09/01/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0, Weekly Duties: N/A

Exams

• S66 Uniform Combined State Law Examination
  2025-10-06