Kevin Fajardo
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered 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.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Wells Fargo Bank, NAApr 2024 to May 2026
- Wells Fargo Clearing Services, LLCApr 2024 to May 2026
- J.P. Morgan Securities LLCJul 2023 to Mar 2024
- JPMorgan Chase Bank, N.A.Jul 2023 to Mar 2024
- UnemployedJun 2023 to Jun 2023
- Wells Fargo Bank, NADec 2021 to May 2023
- Wells Fargo Clearing Services, LLCDec 2021 to May 2023
- UnemployedJul 2021 to Nov 2021
- Bank of AmericaDec 2020 to Jun 2021
- Wells FargoAug 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (DC).
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
- 7323403
- Firm CRD
- 7691