Preston Alexander Kohn
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.May 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to now
- UnemployeedDec 2019 to May 2020
- University of South CarolinaAug 2019 to Dec 2019
- Synovus BankJun 2019 to Aug 2019
- University of South CarolinaAug 2018 to Jun 2019
- Merrill LynchMay 2018 to Aug 2018
- Event RentalsFeb 2018 to May 2018
- University of South CarolinaAug 2017 to May 2018
- Modern TurfMay 2017 to Aug 2017
- University of South Carolina Athletics DepartmentFeb 2017 to Apr 2017
- University of South CarolinaAug 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, SC, 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
- 6952121
- Firm CRD
- 7691