Kevin J Fox
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Kevin J Fox? Claim your profile
Contact this firm
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.Jan 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- Equitable Advisors, LLCFeb 2024 to Nov 2024
- UnemployedSep 2023 to Jan 2024
- Northern Technical SalesSep 2022 to Apr 2024
- UnemployedJun 2022 to Aug 2022
- Medallion Wealth ManagementJun 2021 to Aug 2021
- Greenlight NetworksJun 2020 to Aug 2020
- Greenlight NetworksJun 2019 to Aug 2019
- Carnegie Mellon UniversityAug 2018 to May 2022
- Marble Slab CreameryJun 2018 to Aug 2018
- Mccarthy Tents and EventsJun 2018 to Aug 2018
- Mcquaid Jesuit High SchoolSep 2013 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
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
- 7395602
- Firm CRD
- 7691