Kelsey Linares

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

• 06/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 02/2017 → 05/2017
  Merrill Lynch
  Hingham, MA
• 08/2013 → 06/2017
  Stonehill College
  Easton, MA
• 01/2023 → Present
  Bank Of America, N.A.
  Providence, RI

Other Businesses

I*1059274 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: wardsboro, Vermont Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 2/1/2021 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2018-07-02

Other Names

• Kelsey Osborne
• Kelsey Rae Osborne