Thomas John Kelly

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-04-08

Branch Locations

50 Chestnut Ridge Rd, Montvale, NJ 07645 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Montvale	NJ	01/2026	Present
Unemployed	N/A	NJ	08/2025	12/2025
Louis Vuitton Malletier	New York	NY	03/2022	07/2025
Eisner Amper	Woodbridge Township	NJ	01/2021	05/2021
Unemployed	N/A	NJ	03/2020	12/2020
Wiss And Company	Florham Park	NJ	01/2020	03/2020
Bdg Cpas	Ridgewood	NJ	01/2019	08/2019
Unemployed	N/A	NJ	09/2019	12/2019
Fordham	Bronx	NY	01/2010	12/2018
Atrium Staffing	New York	NY	06/2021	03/2022
Fed Ex Ground	Jersey City	NJ	12/2020	02/2021
Us Census Bureau	Newark	NJ	08/2020	09/2020
Bank Of America, N.A.	Montvale	NJ	03/2026	Present

01/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Montvale, NJ
08/2025 → 12/2025

Unemployed

N/A, NJ
03/2022 → 07/2025

Louis Vuitton Malletier

New York, NY
01/2021 → 05/2021

Eisner Amper

Woodbridge Township, NJ
03/2020 → 12/2020

Unemployed

N/A, NJ
01/2020 → 03/2020

Wiss And Company

Florham Park, NJ
01/2019 → 08/2019

Bdg Cpas

Ridgewood, NJ
09/2019 → 12/2019

Unemployed

N/A, NJ
01/2010 → 12/2018

Fordham

Bronx, NY
06/2021 → 03/2022

Atrium Staffing

New York, NY
12/2020 → 02/2021

Fed Ex Ground

Jersey City, NJ
08/2020 → 09/2020

Us Census Bureau

Newark, NJ
03/2026 → Present

Bank Of America, N.A.

Montvale, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-07