Kelli S Gerkin is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2026-01-26 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2024-05-30 | 2024-12-04 | — |
| UBS FINANCIAL SERVICES INC. | 2017-07-21 | 2024-06-10 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2007-03-09 | 2007-11-01 | — |