Kara R Barnett
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 yearsExperience
3 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
15 years in the industry.
- Bank of America, N.A.Mar 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2025 to now
- Fidelity InvestmentsJan 2025 to Nov 2025
- UnemployedJan 2023 to Jan 2025
- LPL Financial LLCFeb 2022 to Jan 2023
- Heartland BankJan 2021 to Jun 2022
- Fifth Third BankJan 2019 to Jan 2021
- Fifth Third SecuritiesJan 2019 to Jan 2021
- The Huntington Investment CompanyMar 2017 to Dec 2018
- The Huntington National BankMar 2017 to Dec 2018
- Fifth Third SecuritiesJan 2014 to Mar 2017
- Fifth Third BankJul 2011 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 6191202
- Firm CRD
- 7691