Kyle R Kelley

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

• 03/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 05/2012 → Present
  Bank Of America, N.A.
  Houston, TX

Previous Registrations

• 2010-08-18 → 2011-03-08
  Freedom Day Solutions, Llc
  Houston, TX

Other Businesses

I*121536 For profit or not for profit: Non-Profit Organization Name of outside business organization: V. K. Team Investment related: No Address of business: Houston, Texas 77010 Nature of business: Other, Team Expense Account Position, title, association: Owner, Start date of relationship: 3/12/2019 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: Setting up a Team Business expense account I*: 2600268 Entity Type: For Profit Name of OBA: Interlachen Country Club Address: Edina, MN 55438 Investment Related: No Position, Title, Association: membership committee member Employee Start Date: 08/01/2025 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: I am on the membership committee - serving as a volunteer. Monitor applicant interview to the club.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-06-07
• S65 Uniform Investment Adviser Law Examination
  2010-08-17

Other Names

• Kyle Robert Kelley
• Kyle Robert Kelley