Kyle
French

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5755780
Investment Advisor
in Muskegon, MI

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About this Advisor

Kyle French is a financial advisor in Muskegon, Michigan. Currently a registered advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, French has 10 years of experience in the financial advisory industry. French has Series 63 and Series 66 licenses, designating them as a securities representative. French can work with clients based out of Michigan and Texas. Their career trajectory has included roles at Chase Investment Services Corp, Jp Morgan Chase Bank, J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Muskegon, Michigan, and operates out of 3,270 additional locations in the United States. Overall, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $962 billion in assets covering 2,529,169 accounts and employs more than 36,383 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 778,387 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Merrill Lynch, Pierce, Fenner & Smith Inc can provide 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 may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

No

Office Location

380 W Western Ave
Muskegon, MI 49440

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

MI Average: 88
Total Number of Accounts

2,529,169

MI Average: 3,892
Average Account Size

$380,383

MI 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

Kyle French Work History

Kyle has 10 years of experience.

2017 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - Present (4 years)

Bank Of America, N.A

2012 - 2017 (5 years)

Jp Morgan Chase Bank

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

2010 - 2012 (2 years)

Chase Investment Services Corp

Disclosures

Kyle French has no disclosures.

Please visit their SEC profile for more details.

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

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Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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