Kevon Lloyd Bartee
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
17 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
17 years in the industry.
- Bank of America, N.A.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2025 to now
- Thrivent FinancialJul 2025 to Dec 2025
- Thrivent Investment Management IncJul 2025 to Dec 2025
- Kbl Business Solutions LLCApr 2024 to Jun 2025
- J. P. Morgan Securities LLCJun 2022 to Jul 2025
- JPMorgan Chase Bank N. A.Jun 2021 to Jul 2025
- Bossdom MarketingJun 2020 to Jun 2021
- Gardaworld Security ServicesNov 2018 to Jun 2020
- UnemployedAug 2018 to Nov 2018
- The Bank of Greene CountyMar 2018 to Aug 2018
- UnemployedJan 2018 to Feb 2018
- New Paltz UniversityAug 2014 to Dec 2017
- United States ArmyApr 2009 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7579027
- Firm CRD
- 7691