Kerry Kearney, financial advisor Albuquerque NM

Kerry Kearney

CRD Number: 1266450
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kerry Kearney (CRD# 1266450) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albuquerque, NM and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America,n.a. Albuquerque, NM Dec 2009 - Current 14
Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque, NM Aug 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Kerry N. Kearney
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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