Kristen Hill
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.May 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- Wells FargoMar 2025 to Mar 2025
- Al Salam Day SchoolAug 2024 to Feb 2025
- RandstadMay 2024 to Jul 2024
- Wells Fargo Clearing ServicesMay 2024 to Jul 2024
- Al Salam DayFeb 2024 to May 2024
- Door DashMay 2023 to Jun 2023
- Charles SchwabSep 2022 to Apr 2023
- Charles Schwab & Co., Inc.Oct 2018 to Jan 2024
- TD AmeritradeOct 2018 to Aug 2022
- Calls.liveMay 2018 to Sep 2018
- Drivers ProtectionOct 2017 to Feb 2018
- HomemakerJul 2017 to Sep 2017
- Client Services inc.Jul 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7029863
- Firm CRD
- 7691