Brendan Joseph Kelly

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

• 03/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
• 01/2024 → 03/2026
  Ford Motor Company
  Dearborn, MI
• 07/2022 → 01/2024
  Haworth
  Holland, MI
• 08/2018 → 05/2022
  Michigan State Universitry
  East Lansing, MI
• 09/2014 → 05/2018
  Notre Dame Preparatory School
  Pontiac, MI
• 05/2026 → Present
  Bank Of America, N.A.
  Bloomfield Hills, MI

Exams

• S66 Uniform Combined State Law Examination
  2026-07-31

Other Names

• Brendan J Kelly