Kevin BorrelliCRD Number: 6749594
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kevin Borrelli (CRD# 6749594) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Irvine, CA and has over 2 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Newport Beach, CA||Jan 2017 - Current||4|
|Bank Of America N.a.||Newport Beach, CA||Jan 2017 - Current||4|
|Baja Sharkeez Restaurant Group||Huntington Beach, CA||Nov 2011 - Jan 2017||5|
|Bj's Brew House & Restaurant||Huntington Beach, CA||Apr 2009 - Jul 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2019|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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