Kayleigh Caggiano
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.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- UnemployedJan 2024 to Aug 2024
- AthletaNov 2022 to Nov 2023
- Stony Brook UniversityAug 2022 to Dec 2023
- M&t BankAug 2020 to May 2022
- Stanley Black & DeckerMay 2019 to Aug 2019
- AnthropologieMay 2018 to Aug 2018
- Calypso St. BarthMay 2017 to Aug 2017
- Loyola University MarylandAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7977225
- Firm CRD
- 7691