Kelly Marie Demers

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

• 08/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 08/2017 → Present
  Bank Of America, N.A.
  Chicago, IL
• 05/2016 → Present
  Bny Mellon
  Chicago, IL
• 09/2014 → 05/2016
  Jpmorgan Chase Bank
  Chicago, IL

Other Businesses

I*: 2066294 Entity Type: Rental Property Name of OBA: Rental Property 2 Address: New Orleans, LA Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 07/15/2024 Number of Hours: 12 hrs annually Number of Hours during trading: 0 Duties: I*: 2066296 Entity Type: Entity Charitable Name of OBA: Alabama Ballet Address: Birmingham, AL Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/10/2024 Number of Hours: 8 hrs annually Number of Hours during trading: 4 hrs anually Duties:Board Member - Fund raising and awareness I*: 2067274 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: New Orleans, LA Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 03/01/2017 Number of Hours: 12 hrs annually Number of Hours during trading: 1 hr annually Duties:

Exams

• S66 Uniform Combined State Law Examination
  2017-11-01

Other Names

• Kelly Demers Ratowitz
• Kelly Demers