Kelly M Heath

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

• 08/2014 → 03/2019
  Bel Air Investment Advisor Llc
  Los Angeles, CA
• 03/2019 → 05/2019
  Unemployed
  Los Angeles, CA
• 05/2019 → 03/2021
  Adviceperiod, Llc
  Los Angeles, CA
• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 04/2021 → 10/2024
  Hoylecohen
  Santa Monica, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-05-30
• S63 Uniform Securities Agent State Law Examination
  2010-07-15