Kyle Rohrs
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.ANov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- F&m BankNov 2022 to Sep 2024
- Fm InvestmentsNov 2022 to Sep 2024
- Raymond James Financial Services Inc.Nov 2022 to Sep 2024
- Shoe Sensation, Inc.May 2022 to Sep 2022
- Farmers and Merchants State BankAug 2021 to Oct 2023
- Premier BankJun 2020 to Jul 2021
- Malone UniversityAug 2019 to May 2020
- Camp BarakelMay 2019 to Aug 2019
- Malone UniversityAug 2018 to May 2019
- Culligan Sales and ServiceSep 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7658475
- Firm CRD
- 7691