Kayla F Kohl
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.Dec 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- Equitable Advisors, LLCJan 2021 to Jun 2022
- Orton GillinghamFeb 2020 to Apr 2020
- The WoodlandNov 2019 to Oct 2022
- Equinox South BeachNov 2018 to Sep 2019
- Charles Rutenberg Realty, IncFeb 2018 to Aug 2019
- American Social Bar & KitchenJul 2017 to Nov 2019
- The Meltwater GroupJan 2017 to Jun 2017
- University of MiamiAug 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7321046
- Firm CRD
- 7691