Kenneth
Lutz

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6421534
Investment Advisor
in Reno, NV

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About this Advisor

Kenneth Lutz is an investment advisor whose office is in Reno, Nevada. Currently a registered financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Lutz has 10 years of professional experience in the financial advisory industry. Lutz maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Lutz can serve clients based out of Nevada and Texas. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Bucks Lake Lake Shore Resort and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of Reno, Nevada, and has 3,270 offices throughout the country. As a registered advisory firm, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $962 billion in assets covering 2,529,169 accounts and employs more than 36,383 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 778,387 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Merrill Lynch, Pierce, Fenner & Smith Inc can offer 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 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

5905 S Virginia St
Reno, NV 89502

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

NV Average: 88
Total Number of Accounts

2,529,169

NV Average: 3,892
Average Account Size

$380,383

NV 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

Kenneth Lutz Work History

Kenneth has 10 years of experience.

2015 - Present (6 years)

Bank Of America, N.A

2014 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2010 - 2014 (4 years)

Bank Of America

2010 - 2010 (< 1 year)

Bucks Lake Lake Shore Resort

Disclosures

Kenneth Lutz has no disclosures.

Please visit their SEC profile for more details.

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Chor-Shing Chan
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Jeffrey Petersen
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Michael Mason
Holly Springs, NC
Rayan Hamze
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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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