Keith J Gilmour
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bank of America, N.A.Nov 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2025 to now
- Self EmployedFeb 2024 to Sep 2025
- JP Morgan Chase Bank N.A.Apr 2023 to Feb 2024
- JP Morgan Securities LLCApr 2023 to Feb 2024
- Self EmployedJan 2023 to Mar 2023
- Fidelity Personal and Workplace AdvisorsNov 2022 to Dec 2022
- Fidelity Brokerage Services LLCAug 2022 to Dec 2022
- Fidelity InvestmentsAug 2022 to Dec 2022
- Fidelity National Information Services Inc.Jun 2022 to Jul 2022
- Keith Joseph GilmourAug 2021 to Aug 2022
- Wells Fargo Clearing Services, LLCMay 2021 to Jul 2021
- Wells Fargo NAMay 2021 to Jul 2021
- Keith Joseph GilmourJun 2020 to May 2021
- LPL Financial LLCNov 2017 to May 2020
- Seacoast BankMar 2016 to Jun 2020
- Invest Financial CorporationMar 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5373069
- Firm CRD
- 7691