Kevin Schwarz, financial advisor Boston MA
90 score

Kevin Schwarz

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Boston, MA Apr 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Jan 2016 - Current < 1
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
Contact Info for Kevin C. Schwarz
Phone Number: 800-637-7455
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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