Stephanie Lynn Kahl

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Charlotte, NC

Other Businesses

I*: 2481269 Entity Type: School, University Name of OBA: Wingate University Alumni Advisory Board Address: Wingate, NC 28174 Investment Related: No Position, Title, Association: Board member Employee Start Date: 09/26/2025 Number of Hours: 24 hrs annually Number of Hours during trading: 8 hrs annually Duties: Advise the Alumni Engagement office on ideas for outreach and events, and share connections or resources to assist with planning. provide a network and real-world experience perspectives for current and future students through guest speaking engagements, and collaboration with faculty. occasionally volunteer at on campus events or attend alumni events as ambassadors. support the faculty grants fund with a minimum gift of $1,000 to the Wingate Fund.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-26
• S63 Uniform Securities Agent State Law Examination
  1999-11-16