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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

Kelly A Reey

Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA | PROVIDENCE, RI

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Search this name across graphsid dfx:ria:6818819a-dad0-3da6-48fb-0d0b687ccd64

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 26, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 23, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Jun 23, 1994
First registration: Feb 26, 2007
Dual registered: yes, broker-dealer
Other names: KELLY A DAHLSTROM|KELLY ANNE REEY
IAPD individual key: 2425292

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 19, 2020	n/a	yes	PROVIDENCE, RI\|BURLINGTON, MA	Current employment
PUTNAM INVESTMENT MANAGEMENT, LLC	Asset manager	Apr 8, 2013	Nov 16, 2017	no	BOSTON, MA\|Boston, MA	Previous registration
MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC	Former SEC adviser	Sep 16, 2011	Mar 20, 2013	no	NEWPORT, RI\|FAIRPORT, NY	Previous registration
MANNING & NAPIER ADVISORS, LLC	Mixed wealth	Sep 16, 2011	Mar 20, 2013	no	NEWPORT, RI\|FAIRPORT, NY	Previous registration
INVESCO ADVISERS, INC.	Asset manager	Jan 1, 2010	Sep 12, 2011	no	ATLANTA, GA	Previous registration
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.	n/a	Feb 26, 2007	Jan 1, 2010	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PUTNAM INVESTMENT MANAGEMENT, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 16, 2017	Nov 19, 2020	1,099	Firm change after gap	Other
MANNING & NAPIER ADVISORS, LLC	MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC	Mar 20, 2013	Sep 16, 2011	-551	Firm change after gap	Other
MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC	PUTNAM INVESTMENT MANAGEMENT, LLC	Mar 20, 2013	Apr 8, 2013	19	Firm change	Other
INVESCO ADVISERS, INC.	MANNING & NAPIER ADVISORS, LLC	Sep 12, 2011	Sep 16, 2011	4	Firm change	Other
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.	INVESCO ADVISERS, INC.	Jan 1, 2010	Jan 1, 2010	0	Bulk transfer	Other

Relationships

Registered with (6)

→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: current employment
Nov 19, 2020 to presentfactForm ADV
→ PUTNAM INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 8, 2013 to Nov 16, 2017factForm ADV
→ MANNING & NAPIER ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 16, 2011 to Mar 20, 2013factForm ADV
→ MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLCRegistered adviserregistration: previous registration
Sep 16, 2011 to Mar 20, 2013factForm ADV
→ INVESCO ADVISERS, INC.Registered adviserregistration: previous registration
Jan 1, 2010 to Sep 12, 2011factForm ADV
→ INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 26, 2007 to Jan 1, 2010factForm ADV

Dated events

No dated event names this entity yet.