Kevin Gerard Anglim
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 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
16 years in the industry.
- Bank of America, N.A.Apr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2021 to now
- New York Community BankFeb 2020 to Feb 2021
- Morgan StanleyJun 2018 to Aug 2018
- State University of New York At GeneseoAug 2017 to May 2019
- Nassau Community CollegeSep 2015 to Aug 2017
- TargetJun 2015 to Apr 2021
- Police Athletic LeagueSep 2010 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 6943627
- Firm CRD
- 7691