Kyle N Kramer
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.
- Bank of America, N.A.Jan 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2024 to now
- Morgan StanleySep 2023 to Dec 2024
- TeksystemsFeb 2023 to Sep 2023
- Lmc SalesJan 2023 to Jan 2023
- Talking Stick CasinoSep 2022 to Dec 2022
- D Pet HotelOct 2021 to Jul 2022
- TeslaSep 2021 to Sep 2021
- BashasMay 2020 to Feb 2022
- Coconino Community CollegeAug 2019 to Dec 2020
- Danmar Pet ResortMay 2019 to Aug 2019
- Greyhawk GolfcourseNov 2018 to Dec 2018
- Papa MurphysSep 2018 to Nov 2018
- Scottsdale Community CollegeAug 2018 to May 2019
- Always Unleashed Pet ResortMay 2018 to Aug 2018
- Best BuyDec 2017 to Feb 2018
- Fired PieAug 2016 to Nov 2017
- Desert Mountain HighschoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7797224
- Firm CRD
- 7691