Lafayette Kyle Ford

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

• 03/2013 → 05/2019
  Citibank
  Chicago, IL
• 05/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 07/2019 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2010-01-08 → 2011-01-03
  Chase Investment Services Corp.
  Aurora, IL
  Romeoville, IL
  Chicago, IL
  Naperville, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

I*1370279For profit or not for profit: Entity CharitableName of outside business organization: Chicago State FoundationInvestment related: NAddress of business: Chicago, Illinois, 60628, United StatesNature of business: ["Charitable Organization"]Position, title, association: ["Board Member"], Start date of relationship: 8/1/2023Number of hours devoted: 10 hour(s) YearlyNumber of hours devoted during trading hours: 5Duties: , Provides mission-based leadership and strategic governance to guide the Foundation's work. Directors serve as trusted advisors to the Executive Director and as ambassadors of the Foundation and University. I*3103292 Entity Type: N/A Name of OBA:Rental Property 2 Address:Chicago Illinois Investment Related:No Position, Title, Association:Sole owner Start Date:0/29/2025 No Hours: 5 Yearly No Hours during trading:0 Yearly Duties:N/A I*3103297 Entity Type: Yearly Name of OBA:HOL CHI LLC Address:Chicago Illinois Investment Related:No Position, Title, Association:Owner Start Date:10/29/2025 No Hours: 1 Weekly No Hours during trading:0 Weekly Duties:Holding Vehicle for Rental Property 6921 S Oglesby Collect Rent, light maintenance work, pay utilities I*3104289 Entity Type: N/A Name of OBA:Rental Property 1 Address:Chicago Illinois Investment Related:No Position, Title, Association:Sole owner Start Date:10/29/2025 No Hours: 1 Monthly No Hours during trading:1 Monthly Duties:N/A

Exams

• S66 Uniform Combined State Law Examination
  2019-06-24
• S63 Uniform Securities Agent State Law Examination
  2007-08-23

Other Names

• Lafayette K Ford
• Lafayette Kyle Ford
• Lafayette Ford