Brendan Ward Kennedy
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 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- UnemployedJul 2024 to Sep 2024
- US Health AdvisorsJul 2023 to Jul 2024
- UnemployedDec 2022 to Jul 2023
- Huntington Beach Chrysler Dodge Jeep RamMay 2020 to Aug 2020
- Ralph's Grocery StoreMar 2020 to May 2020
- Arizona State UniversityAug 2019 to Dec 2022
- UnemployedMay 2019 to Aug 2019
- Golden West CollegeAug 2017 to May 2019
- Huntington Beach Chrysler Dodge Jeep RamAug 2017 to Jul 2018
- UnemployedJun 2017 to Aug 2017
- Arnold O. Beckman High SchoolAug 2014 to Jun 2017
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
- 7991787
- Firm CRD
- 7691