Kenrick Anthony Whyte

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

• 08/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
• 11/2009 → Present
  Bank Of America,Na
  Fort Lauderdale, FL

Previous Registrations

• 2002-06-20 → 2005-08-29
  Morgan Stanley Dw Inc.
  Ft.LAuderdal, FL

Other Businesses

I*: 463975Entity Type: Entity CharitableName of OBA: Saint Andrew's SchoolAddress: Boca Raton, FLInvestment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 09/17/2024Number of Hours: 3 hrs monthlyNumber of Hours during trading: 3 hrs monthlyDuties: Saint Andrews Physical Plant Committee - Committee Member - Board of Trustee

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-09-19
• S63 Uniform Securities Agent State Law Examination
  1998-02-18