Kevin Ryan Lange
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.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Charles Schwab & Co., IncOct 2024 to May 2026
- Charles Schwab Bank, SsbOct 2024 to May 2026
- UnemployedAug 2024 to Sep 2024
- Fidelity InvestmentsJun 2021 to Aug 2024
- Landesign, IncMar 2021 to May 2021
- Craig’s Plumbing, IncDec 2018 to Apr 2019
- Coastal Carolina UniversityAug 2018 to Dec 2020
- Greg's MasonaryNov 2017 to Mar 2021
- UpsNov 2016 to Dec 2016
- Action PrintingJun 2015 to Aug 2018
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 (NJ, 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
- 7405541
- Firm CRD
- 7691