Lynn Kelly Griffiths

$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
FL	RA	APPROVED	2020-01-27
PA	RA	APPROVED	2010-06-21
NJ	RA	APPROVED	2004-03-17
TX	RA	APPROVED_RES	1989-08-08

Branch Locations

New Hope, PA • United States

660 Beachland Blvd, Vero Beach, FL 32963 • United States

Vero Beach, FL • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Alexandria	VA	11/1983	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newtown	PA	11/1983	Present
Bank Of America,Na	Yardley	PA	08/2009	Present

11/1983 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alexandria, VA
11/1983 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newtown, PA
08/2009 → Present

Bank Of America,Na

Yardley, PA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-01-29
S63	Uniform Securities Agent State Law Examination	1984-03-01

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