Malcolm Malulani Kerr
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Bank of AmericaFeb 2024 to Sep 2025
- UnemployedNov 2023 to Jan 2024
- AXA AdvisorsJun 2023 to Oct 2023
- Equitable Advisors, LLCJun 2023 to Oct 2023
- Direct DemosAug 2022 to Mar 2023
- Champs Sports (footlocker)Feb 2022 to Jun 2023
- Shoe RepairNov 2019 to Jul 2023
- Champs Sports (footlocker)Jul 2019 to Jan 2022
- Western Washington UniversitySep 2018 to Jun 2023
- Office DepotJun 2017 to Sep 2018
- Auburn Mountain View Senior High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7771140
- Firm CRD
- 7691