George W Kellner

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-01-21
SC	RA	APPROVED	2011-07-15
CT	RA	APPROVED	1992-06-12

TX RA
APPROVED_RES

Since 2021-01-21
SC RA
APPROVED

Since 2011-07-15
CT RA
APPROVED

Since 1992-06-12

Branch Locations

75 Port City Lndg, Mount Pleasant, SC 29464 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Westport	CT	04/1992	Present
Bank Of America, N.A.	Mount Pleasant	SC	07/2011	Present

04/1992 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Westport, CT
07/2011 → Present

Bank Of America, N.A.

Mount Pleasant, SC

Other Businesses

I*3909268 Entity Type: Entity For Profit Name of OBA: Wild Dunnes Golf Course Address: isle of palm, South Carolina, 29451 Investment Related: No Position, Title, Association: Other Employee Start Date: 03/16/2026 Number of Hours: 20, Monthly Number of Hours during trading: 10, Monthly Duties: starter on golf course starter on golf course

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-03-20
S63	Uniform Securities Agent State Law Examination	1992-07-13

S65 Uniform Investment Adviser Law Examination

1995-03-20
S63 Uniform Securities Agent State Law Examination

1992-07-13

Other Names

George William Kellner

View on SEC IAPD