Kevin
Brunner

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7263430
Investment Advisor
in Lincoln, RI

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About this Advisor

Kevin Brunner is a financial advisor based out of Lincoln, Rhode Island with 2 years of industry experience. Brunner works at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Shore Funding Solutions, S & S, Marjam, Merrill Lynch, Pierce, Fenner & Smith Inc and David Lerner Associates. Brunner maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can work in New York and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 financial advisors. It handles $1 trillion in total assets among its 2,864,234 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are held by high-net-worth individuals who have at least $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a diverse range of services, such as 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 management usually vary depending on the type of services offered. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

670 George Washington Hwy
Lincoln, RI 02865

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

RI Average: 88
Total Number of Accounts

2,864,234

RI Average: 3,892
Average Account Size

$381,844

RI 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

Kevin Brunner Work History

Kevin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2020 (< 1 year)

Shore Funding Solutions

2020 - 2021 (1 year)

David Lerner Associates

2019 - 2020 (1 year)

S & S

2013 - 2016 (3 years)

Marjam

*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 Kevin Brunner 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

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Scottsdale, AZ
Paul Michael Reyes
Oak Brook, IL
William Edgar
New York, NY
Daniel Montesinos
West Jordan, UT
Roger Glasgow
Chevy Chase, MD
Suzana Markasevic
New York, NY
Mark Wierda
Jacksonville, FL
Patrick Riley
Sammamish, WA

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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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