Kevin
Barry

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2702161
Investment Advisor
in Orlando, FL
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About this Advisor

Kevin Barry is a certified financial planner located in Orlando, Florida. Currently a registered advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Barry has a notable 22 years of experience as a registered advisor. Barry maintains Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Barry is registered to advise investors in Florida and Texas. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Orlando, Florida, and has 2,958 other brick-and-mortar locations in the nation. In total, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets throughout 2,272,151 accounts and retains more than 40,146 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 755,507 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Merrill Lynch, Pierce, Fenner & Smith Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

300 S Orange Ave
Orlando, FL 32801

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

FL Average: $7,464,549,021
Total Number of Employees

40,146

FL Average: 88
Total Number of Accounts

2,272,151

FL Average: 3,892
Average Account Size

$360,815

FL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Kevin Barry Work History

Kevin has 22 years of experience.

2011 - Present (8 years)

Bank Of America,N.A

1996 - Present (23 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Kevin Barry has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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