Kennedy O Mayweather
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Dec 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- Wells Fargo Clearing ServicesAug 2023 to Oct 2024
- TD Ameritrade/charles SchwabApr 2022 to Jun 2023
- UnemployedMar 2022 to Apr 2022
- Maryville UniversityAug 2021 to Mar 2022
- Harte HanksMar 2021 to Jul 2021
- RandstadSep 2020 to May 2021
- NeurorestorativeMar 2018 to Feb 2021
- PaneraJun 2017 to Aug 2017
- UnemployedAug 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7526428
- Firm CRD
- 7691