Kelley Shawn Romyn

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

• 02/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  York, PA
• 12/2023 → 02/2026
  Manheim Township School District
  Lancaster, PA
• 08/2022 → 11/2023
  Red Lion Area School District
  Red Lion, PA
• 10/2019 → 07/2022
  Eastern York School District
  Wrightsville, PA
• 08/2018 → 10/2019
  School District Of Lancaster
  Lancaster, PA
• 01/2018 → 07/2018
  Phoenixville Area School District
  Phoenixville, PA
• 09/2015 → 12/2017
  Wilson School District
  West Lawn, PA
• 05/2025 → Present
  Red Lion Aquatic Club
  Red Lion, PA
• 11/2025 → Present
  Red Lion Area High School
  Red Lion, PA
• 03/2026 → Present
  Bank Of America, N.A.
  York, PA

Other Businesses

I*3697275, Entity Type, Name of OBA: Red Lion High School Address: Red Lion Pennsylvania17356 Investment Related: No Position, Title, Association: Other Employee Start Date: 11/17/2025 No Hours: 7.5 Weekly No Hours during trading: 0 Duties: Coach, HS Swim TeamI*3697288, Entity Type Entity Governmental, Name of OBA: Red Lion Aquatic Club Address: Red Lion Pennsylvania 17356 Investment Related: No Position, Title, Association: Other Employee Start Date: 04/22/2025 No Hours: 10 Weekly No Hours during trading: 0 Duties: Coach, Age Group Swim Club I*, 5324268 Entity Type: Name of OBA: Red Lion School District Address: Red Lion, Pennsylvania, 17356 Investment Related: No Position, Title, Association: Employee Employee Start Date: 09/03/2026 No Hours: 3 hours per week No Hours during trading: 0 Duties: Football Concession Stand Worker. Staff the football concession stand for home football games

Exams

• S66 Uniform Combined State Law Examination
  2026-05-27

Other Names

• Kelley Shawn Buchanan
• Kelley S Romyn