Kevin HermisCRD Number: 5057695
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kevin Hermis (CRD# 5057695) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Woodlands, TX and has over 15 years of experience in the finance industry.
Avidian Wealth Solutions, LLC
Valic Financial Advisors, Inc.
Equitable Advisors, LLC
|Bank Of America, N.a.||The Woodlands, TX||Jun 2020 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||The Woodlands, TX||Mar 2020 - Current||1|
|Baker Tilly Financial, LLC||Houston, TX||Oct 2019 - Mar 2020||< 1|
|Baker Tilly Capital, LLC||Madison, WI||Oct 2019 - Mar 2020||< 1|
|United Capital Financial Advisers, LLC||Newport Beach, CA||Aug 2018 - Oct 2019||1|
|Mrz Financial Services, LLC||Houston, TX||Oct 2017 - Aug 2018||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Houston, TX||Oct 2009 - Oct 2017||8|
|Bank Of America, N.a.||Houston, TX||May 2008 - Oct 2017||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2006|
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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