Kyle B Orr

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

• 08/2007 → Present
  Merrill Lynch, Pierce, Fenner &Amp; Smith
  Florham Park, NJ
• 11/2009 → Present
  Bank Of America,Na
  Florham Park, NJ

Other Businesses

I*390551 For profit or not for profit: Name of outside business organization: United Methodist Church of Branchville Investment related: N Address of business: Branchville, New Jersey, 07826 Nature of business: ["Charitable Organization"] Position, title, association: ["Committee"], [["Other"]] Start date of relationship: 1/1/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Ad Council Chairman Gather committe reports to make sure the projects are done

Exams

• S66 Uniform Combined State Law Examination
  2008-02-01

Other Names

• Kyle Brandon Orr