Georgia Kelly
Georgia Kelly is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Albany, NY, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
69 State St, Albany, NY, 12207
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Regulatory History (1)
Customer Dispute
October 2011Other Business Activities
Georgia is the Co-Chair and Co-Founder of Links to Leadership Charity Golf Day, dedicating minimal time. She is also a Board Member for Fort Orange Club, a social club, spending minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
Sg Cowen Securities CorporationBroker
Cowen & CO.Broker
Cowen & CO.Broker
Morgan Stanley & CO., IncorporatedBroker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.