Kelly A Reey

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

• 03/2013 → 10/2017
  Putnam Retail Management Limited Partnership
  Boston, MA
• 12/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 10/2017 → 02/2018
  Unemployed
  Newport, RI
• 02/2018 → 12/2019
  Reey Consulting
  Newport, RI

Previous Registrations

• 2013-04-08 → 2017-11-16
  Putnam Investment Management, Llc
  Boston, MA
  Boston, MA
• 2011-09-16 → 2013-03-20
  Manning & Napier Advisors, Llc
  Newport, RI
  Fairport, NY
• 2011-09-16 → 2013-03-20
  Manning & Napier Advisory Advantage Company, Llc
  Newport, RI
  Fairport, NY
• 2010-01-01 → 2011-09-12
  Invesco Advisers, Inc.
  Atlanta, GA
• 2007-02-26 → 2010-01-01
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-11-16
• S63 Uniform Securities Agent State Law Examination
  1994-06-23

Other Names

• Kelly A Dahlstrom
• Kelly Anne Reey