Kyle NapolitanoCRD Number: 6964598
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kyle Napolitano (CRD# 6964598) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Melville, NY and has over 3 years of experience in the finance industry.
Park Avenue Securities LLC
Cetera Advisor Networks LLC
American Portfolios Advisors, Inc.
|Bank Of America, N.a.||Melville, NY||Sep 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Melville, NY||Jun 2019 - Current||3|
|Marist College||Poughkeepsie, NY||Aug 2015 - May 2019||3|
|Tommy Bahama||Huntington Station, NY||May 2016 - Jan 2019||2|
|Merrill Lynch||Melville, NY||Jun 2018 - Aug 2018||< 1|
|St. Anthony's High School||Melville, NY||Sep 2012 - Jun 2015||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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