Kevin John Reavey

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2025-08-18
NY	RA	APPROVED	2021-04-19
TX	RA	APPROVED_RES	2015-12-07
NJ	RA	APPROVED	2013-10-22

Branch Locations

Hoboken, NJ • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2013	Present
Bank Of America, N.A.	New York	NY	02/2015	Present

07/2013 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
02/2015 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-10-17

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