Kim Merritt, financial advisor Santa Monica CA
90 score

Kim Merritt

CRD Number: 6050442
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kim Merritt (CRD# 6050442) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA 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 Santa Monica, CA Aug 2012 - Current 4
Merrill Lynch, Pierce, Fenner And Smith Incorporated Santa Monica, CA Mar 2012 - Current 4
Ucla Business Of Science Center Los Angeles, CA Oct 2010 - Mar 2012 1
Self - Aka Merritt Santa Monica Santa Monica, CA Mar 2005 - Oct 2010 5
Ucla Anderson School Of Management Los Angeles, CA Sep 2008 - Jul 2010 1
Black Rock Livestock Red Lodge, MT Jul 1991 - Jul 2007 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Kim Merritt
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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