Kellan Mceachen

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

• 09/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 06/2015 → 10/2021
  The Dunes Club
  Narragansett, RI
• 01/2015 → 03/2017
  Yawgoo Valley
  Exeter, RI
• 01/2019 → 05/2019
  Laz Parking
  Portsmouth, NH
• 01/2018 → 05/2021
  University Of New Hampshire
  Durham, NH
• 01/2021 → 06/2021
  The Fogarty Center
  Kingston, RI
• 08/2020 → 05/2021
  Doordash
  South Kingstown, RI
• 08/2013 → 06/2017
  South Kingstown High School
  South Kingstown, RI
• 09/2024 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*959293, Entity Type: Entity For Profit, Name of OBA: The Dunes Club, Address: Narragansett, Rhode Island 02882, Investment Related: N, Position, Title, Association: Employee, Employee Start Date: 08/16/2022, No Hours: 18, No Hours during trading: 0, Duties: Lifeguard

Exams

• S66 Uniform Combined State Law Examination
  2022-11-04

Other Names

• Kellan James Mceachen