Kristy Ruth Connor
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.May 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to now
- Permafloor LLCJan 2018 to Jul 2018
- Cafe MadisonJul 2017 to Sep 2017
- Olson Middle SchoolNov 2016 to Mar 2017
- Source4teachersOct 2016 to Jul 2017
- Braddock's TavernJun 2014 to Dec 2017
- Lenape Regional High School DistrictDec 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7005831
- Firm CRD
- 7691