Merrill
42yrs
Joseph Anderson
Financial advisor
1100-1800 American Blvd Central Business Review Unit
Pennington, NJ 08534
Pennington, NJ 08534
Top advisor by experience in Pennington
9yrs
Thomas Kellerman
Financial advisor at Merrill
Thomas Kellerman has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Pennington, New Jersey. Thomas has been with Merrill since 2019. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 626 advisors with offices in Pennington, and one of 622 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1100-1800 American Blvd CI Relationship Management, Pennington, NJ 08534
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowMerrillCurrent firm
Contact Thomas
(800) 637-7455Firm headquarters in New York, NY. Ask for Thomas. 1100-1800 American Blvd CI Relationship ManagementPennington, NJ 08534Office · Get directions
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call Merrill at (800) 637-7455 and ask for Thomas Kellerman. Thomas works from the Pennington, NJ office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Thomas hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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