Kyle R Gabehart
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- J.P. Morgan Securities LLCDec 2022 to Sep 2024
- JPMorgan Chase Bank, N.A.Feb 2022 to Oct 2024
- Cno Services LLCMay 2021 to Feb 2022
- Bankers Life Advisory ServicesMay 2021 to Jan 2022
- Bankers Life SecuritiesJul 2020 to Feb 2022
- Bankers Life and CasualtyMay 2019 to Feb 2022
- ValvolineAug 2018 to Feb 2019
- Rafferty'sDec 2017 to Jul 2018
- Price Less FoodsMay 2017 to Jul 2017
- UpsDec 2016 to Jan 2017
- At Home In Louisville Real Estate TeamMay 2016 to Aug 2017
- Western Kentucky UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7279933
- Firm CRD
- 7691