Paul Kilcullen

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

• 11/2011 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Florham Park, NJ
• 12/2011 → Present
  Bank Of America, N.A.
  Florham Park, NJ

Other Businesses

I*2146284, Entity Type: Fiduciary, Name of OBA: K Family Dynasty Trust dtd 3/20/2003, Address: Mendham, New Jersey, 07945, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 31-Dec-2024, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2228278, Entity Type: , Name of OBA: K Family Dynasty Trust U/A DTD 03/20/2003 , Address: Mendham, New Jersey, 07945, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 04-Mar-2025, No Hours: 5 Yearly, No Hours during Trading: 5 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2012-04-26

Other Names

• Paul Barrett Kilcullen