Kerry Christine Davi

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

• 09/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2011 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*1085263For profit or not for profit: Entity For ProfitName of outside business organization: 50 Capital Group LLCInvestment related: NAddress of business: Rockville Centre, New YorkNature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 1/1/2023Number of hours devoted: 2 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Real Estate Rental PropertiesGeneral Notes: This is an LLC formed for owning real estate rental property I*1739281 Entity Charitable Name of OBA: Cristo Rey Brooklyn High School Address: Brooklyn, New York, 11203 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2024 No Hours: 5 No Hours during trading: 0 Duties:Cristo Rey Brooklyn is a Catholic high school partnering with families of all creeds to educate deserving young people from underserved communities to become men and women of faith, purpose and service. By integrating a rigorous curriculum, a unique work-study experience and the support of an inclusive school community, we enable students to succeed in college and beyond with the values essential to a fulfilling life. My role will be a board member helping to advance the mission of the organization.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-06

Other Names

• Kerry C Hogan
• Kerry Christine Hogan