Kevin SchwarzCRD Number: 6038036
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kevin Schwarz (CRD# 6038036) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 5 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Bank Of America, N.a.||Boston, MA||Apr 2016 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boston, MA||Jan 2016 - Current||2|
|Hornor Townsend & Kent Inc.||Horsham, PA||Aug 2014 - Jan 2016||1|
|Penn Mutual Life Insurance Co||Horsham, PA||Aug 2014 - Jan 2016||1|
|Ing Financial Partners, Inc.||Boston, MA||Jun 2013 - Aug 2014||1|
|Towen, Stove & Spirits||Boston, MA||Aug 2012 - Jun 2013||< 1|
|Merrill Lynch Wealth Management||Northbrook, IL||Feb 2012 - May 2012||< 1|
|Columbia College Chicago||Chicago, IL||Aug 2008 - May 2012||3|
|Investor Media Inc.||Chicago, IL||Aug 2011 - Mar 2012||< 1|
|Victoria's Secret||Chicago, IL||Oct 2009 - Jan 2012||2|
|Spy Bar Chicago||Chicago, IL||Feb 2011 - Dec 2011||< 1|
|Cuyahoga Community College||Parma, OH||Aug 2007 - May 2008||< 1|
|Abercrombie & Fitch||Fairlawn, OH||Aug 2007 - Sep 2007||< 1|
|Highland Public Schools||Medina, OH||Jul 2002 - May 2007||4|
|Brandywine Ski Resorts||Peninsula, OH||Oct 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
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
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