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Kimani Malik Ridley

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Bank of America, N.A.Jun 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
  3. Mdg EnterprisesJul 2024 to May 2026
  4. Cetera Investment Advisers LLCApr 2020 to Jun 2024
  5. Cetera Investment Services LLCApr 2020 to Jun 2024
  6. Regions BankApr 2020 to Jun 2024
  7. UnemployedOct 2019 to Mar 2020
  8. Bank of America, N.A.Sep 2015 to Sep 2019
  9. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2015 to Sep 2019

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
6294926
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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