Kenneth Chinn
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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.Aug 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to now
- Filippini Wealth ManagementJul 2022 to Aug 2022
- Nations LendingAug 2021 to Aug 2022
- Mission LoanFeb 2021 to Aug 2021
- Network CapitalJul 2020 to Feb 2021
- Alleviate Financial SolutionsSep 2019 to Jul 2020
- 9roundFeb 2019 to Aug 2019
- Sonoma Capital CorpFeb 2019 to Jun 2019
- Century Business SolutionsOct 2018 to Feb 2019
- Addictive Marketing GroupJun 2015 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7603030
- Firm CRD
- 7691