Andrew M Kelley

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2023-01-17
TX	RA	APPROVED	2023-01-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Florence	AL	01/2022	Present
University Of North Alabama Sports Analytics Center	Florence	AL	08/2021	05/2022
Mattress Firm	Florence	AL	02/2019	07/2021
University Of North Alabama	Florence	AL	08/2018	05/2022
Unemployed	Florence	AL	01/2012	08/2018
Traders And Farmers Bank	Double Springs	AL	08/2017	05/2018

01/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Florence, AL
08/2021 → 05/2022

University Of North Alabama Sports Analytics Center

Florence, AL
02/2019 → 07/2021

Mattress Firm

Florence, AL
08/2018 → 05/2022

University Of North Alabama

Florence, AL
01/2012 → 08/2018

Unemployed

Florence, AL
08/2017 → 05/2018

Traders And Farmers Bank

Double Springs, AL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-06

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