Kyle Scholl, financial advisor Delray Beach FL
93 score

Kyle Scholl

CRD Number: 5356120
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kyle Scholl (CRD# 5356120) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Delray Beach, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, Na Jacksonville, FL Jul 2010 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach-jacksonville, FL Feb 2008 - Current 8
Florida Atlantic University Student, FL Aug 2005 - May 2009 3
Jannney Montgomery Scott Boca Raton, FL May 2007 - Dec 2007 < 1
Grand Lux Cafe Boca Raton, FL Jan 2007 - May 2007 < 1
Maxwell's Chophouse Boca Raton, FL Oct 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Kyle M. Scholl
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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