Kelly E Conger

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

• 02/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dayton, OH
• 06/2011 → Present
  Bank Of America,N.A.
  Miamisburg, OH

Other Businesses

I*3045264 Entity Type: N/A Name of OBA:KELLY E CONGER & W.M.C. coTTEE U/A DTD 12/19/2024 Address:Dayton Ohio Investment Related:No Position, Title, Association:Co-Trustee Start Date:0/20/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Co-Trustee for Self, Spouse

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-14
• S63 Uniform Securities Agent State Law Examination
  1994-04-08

Other Names

• Kelly Elizabeth Wells
• Kelly E Wells