Henry Kennedy
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America N.A.Apr 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to now
- UnemployedDec 2022 to Feb 2023
- JPMorgan Chase Bank NADec 2020 to Nov 2022
- JPMorgan Securities LLCDec 2020 to Nov 2022
- U.S. BankJan 2019 to Dec 2020
- UnemployedDec 2018 to Dec 2018
- State Street/robert HalfFeb 2018 to Dec 2018
- UnemployedSep 2017 to Jan 2018
- Allen and CompanyJun 2017 to Aug 2017
- Union CollegeSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 6670154
- Firm CRD
- 7691