Todd Eric 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

• 04/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Knoxville, TN
• 03/2022 → 03/2023
  The Trust Company Of Tennessee
  Knoxville, TN
• 05/2021 → 03/2022
  Depuy Synthes
  Knoxville, TN
• 04/2019 → 04/2021
  Arthrex
  Knoxville, TN
• 12/2018 → 03/2019
  Tennessee Fund
  Knoxville, TN
• 05/2014 → 05/2019
  University Of Tennessee
  Knoxville, TN
• 06/2016 → 02/2020
  The University Of Tennessee, Knoxville
  Knoxville, TN
• 05/2023 → Present
  Bank Of America, N.A.
  Knoxville, TN

Other Businesses

Name of the other business: TKJ FoundationWhether the business is investment-related: NoAddress of the other business: Knoxville, TN 37931Nature of the other business501(c)(3)Your position: Founder and PresidentTitle, or relationship with the other business: PresidentStart date of your relationship: October 3, 2022Approximate number of hours/month you devote to the other business100 hours/yearNumber of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other business: I am the founder and CEO of the foundation which aims to positively inspire, impact, and influence local youth by creating fun and safe athletic experiences with an emphasis on character development. I*1260291For profit or not for profit: Entity CharitableName of outside business organization: TKJ FoundationInvestment related: NAddress of business: OBA, OBA, OBANature of business: ["Charitable Organization"]Position, title, association: ["Officer"], Start date of relationship: 10/3/2022Number of hours devoted: 100 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , I am the founder and CEO of TKJ Foundation which aims to positively inspire, impact, and influence local youth by creating fun and safe athletic experiences with an emphasis on character development.

Exams

• S66 Uniform Combined State Law Examination
  2023-07-26

Other Names

• Todd Eric Kelly
• Todd E Kelly