Kyle Norman Rugg

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

• 10/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
• 03/2014 → Present
  Bank Of America, N.A.
  Portland, OR

Other Businesses

I*132138 For profit or not for profit: Non-Profit Organization Name of outside business organization: Goose Hollow Homeowners Association Investment related: N Address of business: Woodburn, Oregon 97071 Nature of business: Cooperative, Position, title, association: Advisory Board Member, Start date of relationship: 7/31/2020 Number of hours devoted: 3 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: manage the community pool activities, deal with homeowner issues and needs individually, architecture review.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-16
• S63 Uniform Securities Agent State Law Examination
  2012-08-20

Other Names

• Kyle Rugg
• Kyle N Rugg
• Kyle N Rugg