Michael
Kenline
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Michael Kenline is a financial advisor working out of Jamestown, New York, with a total of 4 years of relevant experience. Kenline currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Hsbc Bank Usa, Philip Sandler, Lpl, Royal Alliance Associates, Inc, Georgetown Capital Group, Citizens Bank, Citizens Securities, Inc, Citizens Securities Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Kenline holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to operate in New York, Pennsylvania and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a company operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It administers $1 trillion in assets under management between its 2,864,234 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth individuals who have at least $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs 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. Financial advisory fees usually depend on the type of financial services provided. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Michael Kenline Work History
Michael has been registered as a financial advisor for 4 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Citizens Securities Inc
Citizens Bank
Citizens Bank
Citizens Securities, Inc
Lpl
Royal Alliance Associates, Inc
Georgetown Capital Group
Philip Sandler
Hsbc Bank Usa
*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 Michael Kenline 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
Scottsdale, AZ
Houston, TX
Sammamish, WA
Pennington, NJ
Fredericksburg, VA
Boston, MA
Rochester, MN
Atlanta, GA
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.
