Kerry Toussaint
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.Dec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to now
- Lynn UniversityAug 2023 to Sep 2024
- Bank of AmericaNov 2021 to Oct 2025
- Adecco USAOct 2021 to Oct 2021
- UnemployedDec 2020 to Nov 2021
- Nextgen AmericaJan 2020 to Nov 2020
- Ucf Recreational CenterMar 2017 to Jul 2018
- University of Central FloridaJan 2017 to Dec 2019
- UnemployedJul 2016 to Jan 2017
- UcfJun 2016 to Dec 2019
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
- 8182048
- Firm CRD
- 7691