Kimberly
Dunne

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2973975
Investment Advisor
in New York, NY
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About this Advisor

Kimberly Dunne is a financial advisor who works out of New York, New York, who has been in the industry for 16 years. Dunne is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Banc Of America Investment Services, Inc, Bank Of America, N.A, New England Securities, Merrill Lynch, Pierce, Fenner & Smith Inc, New England Financial, A Metlife Company, Bank Of America and Bank Of America, N.A. Dunne has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can advise clients in California. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company operating in New York, New York. The investment advisory business has offices in 2,958 locations and a total of 40,146 advisors. It handles $820 billion in assets across its 2,272,151 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 4,667 charities and foundations. Of its 2,272,151 accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets. The firm offers a number of services, such as 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. A financial advisor's fees largely vary depending on the financial services provided. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

16 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

One Bryant Park
New York, NY 10036

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

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

40,146

NY Average: 88
Total Number of Accounts

2,272,151

NY Average: 3,892
Average Account Size

$360,815

NY 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

Kimberly Dunne Work History

Kimberly has 16 years of experience.

2011 - Present (8 years)

Bank Of America,N.A

2010 - Present (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2010 (1 years)

New England Securities

2009 - 2010 (1 years)

New England Financial, A Metlife Company

2002 - 2009 (7 years)

Banc Of America Investment Services, Inc

2002 - 2009 (7 years)

Bank Of America, N.A

2002 - 2009 (7 years)

Bank Of America

Disclosures

Kimberly Dunne has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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