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Kyle Arthur Chriske

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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

11 years in the industry.

  1. Bank of America, N.A.Jul 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
  3. Fidelity InvestmentsMay 2025 to May 2026
  4. Gardens Wealth ManagementMay 2024 to Jul 2024
  5. Els Center of ExcellenceJun 2023 to Aug 2023
  6. College HunksAug 2022 to May 2025
  7. Penske Logistics / BlackhorseMar 2022 to Aug 2022
  8. University of North FloridaAug 2020 to May 2025
  9. Fishing Headqaurters / Schulz Brothers FishingFeb 2020 to Sep 2020
  10. Vector EnterpriseMar 2019 to Nov 2019
  11. Kymberly Group Payroll SolutionsNov 2017 to Jul 2018
  12. Dunkin DonutsAug 2016 to Nov 2016
  13. BluelineApr 2016 to Jul 2020
  14. 'daryl Sue's Keep Flippin' Gymnastics IncApr 2016 to May 2018
  15. Jupiter High SchoolAug 2015 to May 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
7945899
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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