Kevin Thomas Freibott
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to now
- UBS Financial Services Inc.Feb 2021 to Dec 2022
- New Jersey UnemploymentSep 2020 to Jan 2021
- DoordashJun 2020 to May 2021
- International Wealth Tax AdvisorsJun 2019 to Aug 2019
- The Greene TurtleSep 2018 to Dec 2018
- Buckman Buckman & ReidJun 2018 to Aug 2018
- Kelly's TavernJun 2018 to Aug 2018
- University of DelawareAug 2016 to May 2020
- The Robinson Ale HouseJun 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
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
- 7336094
- Firm CRD
- 7691