Kelly A Hamlet

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

• 09/2013 → 10/2016
  Morgan Stanley
  Houston, TX
• 10/2016 → 03/2017
  Morgan Stanley
  Beverly Hills, CA
• 03/2017 → 08/2017
  Morgan Stanley
  Austin, TX
• 10/2017 → 03/2022
  Royal Alliance
  Austin, TX
• 10/2017 → 03/2021
  Integrated Financial Planning Center
  Austin, TX
• 03/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 04/2021 → 03/2022
  Absolute Financial Planning
  Austin, TX
• 03/2022 → 03/2023
  Unemployed
  Austin, TX
• 04/2023 → Present
  Bank Of America N.A.
  Austin, TX

Previous Registrations

• 2017-10-20 → 2022-03-24
  Osaic Wealth, Inc.
  Austin, TX
  Austin, TX
• 2019-08-10 → 2021-05-05
  Integrated Financial Planning Center, Llc
  Austin, TX
• 2014-08-26 → 2017-08-29
  Morgan Stanley
  Houston, TX
  Beverly Hills, CA
  Austin, TX
  Beverly Hills, CA

Other Businesses

1. ELAINE L HAMLET TRUST POSITION: Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2018 ADDRESS: 15541 Morrison St., Sherman Oaks CA 91403, United States DESCRIPTION: Trustee 2. Rental property POSITION: co-owner NATURE: Sole Proprietorship. Renting house . INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2020 ADDRESS: 4201 Columbine Drive, Austin TX 78727, United States DESCRIPTION: Renting previous residence.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-26

Other Names

• Kelly Ann Hamlet