Kristen Benner, financial advisor Baltimore MD

Kristen Benner

CRD Number: 3055723
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kristen Benner (CRD# 3055723) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baltimore, MD and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore, MD Oct 2009 - Current 11
Bank Of America N.a Baltimore, MD Dec 2002 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2001
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Kristen M. Benner
Phone Number: 800-637-7455
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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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