Kyle Patrick Woll
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- Marist UniversityJun 2022 to Dec 2024
- Bank of AmericaDec 2021 to Nov 2025
- The Home DepotSep 2021 to Oct 2024
- Long Island DucksAug 2021 to Oct 2021
- UnemployedMay 2021 to Aug 2021
- SodexoFeb 2021 to May 2021
- Lowe'sMay 2020 to Aug 2020
- Zeta Psi FraternityMay 2020 to Aug 2020
- Mored SecuritySep 2019 to Dec 2019
- SodexoSep 2019 to Dec 2019
- Town of Oyster Bay Planning and Development DepartmentJun 2019 to Aug 2019
- Faso for CongressOct 2018 to Nov 2018
- Marist PollAug 2018 to Dec 2018
- Town of Oyster Bay Parks DepartmentJun 2018 to Aug 2018
- Marist PollOct 2017 to May 2018
- Marist College Athletic DepartmentSep 2017 to May 2018
- Marist CollegeAug 2017 to May 2021
- Town of Oyster Bay Parks DepartmentJun 2017 to Aug 2017
- Chaminade Cleaning CrewSep 2016 to May 2017
- Chaminade High SchoolAug 2013 to May 2017
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
- 8194081
- Firm CRD
- 7691