Sean
Kernohan

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6253475
Investment Advisor
in Jacksonville, FL

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About this Advisor

Sean Kernohan is a financial advisor who works in Jacksonville, Florida, who has 6 years of relevant experience. Kernohan works at Merrill Lynch, Pierce, Fenner & Smith Inc. Kernohan has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Msc Care Management, Cady Studios and Bank Of America, N.A. Kernohan holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 employees. It oversees $1 trillion in total assets across its 2,864,234 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm offers a number of services, including 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. Fees for financial advice largely are based on the type of financial services offered. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

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

Office Location

4800-4804 Deer Lake Dr Me- Merrill Guided Client Mgmt and Participant Servs
Jacksonville, FL 32246

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

FL Average: 88
Total Number of Accounts

2,864,234

FL Average: 3,892
Average Account Size

$381,844

FL Average: $1,917,921

Investment Advisory 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

Sean Kernohan Work History

Sean has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Bank Of America, N.A

2014 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2014 (< 1 year)

Cady Studios

2013 - 2014 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2013 (1 year)

Msc Care Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sean Kernohan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Frederick Thielker
Hingham, MA
Miriam Arvizu
Myrtle Beach, SC
Tammy Pilon
Tacoma, WA
Meriam Abbo
San Diego, CA
Jorgie Fis
Jacksonville, FL
Victoria Deyo
Jacksonville, FL
Milos Vranic
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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