Peter Kelly
Peter Kelly is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Vero Beach, FL, with 20 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
660 Beachland Blvd, Vero Beach, FL, 32963
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Bonddesk Trading LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Aig Securities Lending CORP.Broker
Aig Equity Sales CORP.Broker
Wachovia Securities, LLCBroker
State Registrations11 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.