Kunal Agarwal

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

• 06/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2015 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*1276395 Entity Type: Rental Property Name of outside business organization: Rental Property 1 Investment related: No Address of business: Position, title, association: Sole owner, Start date of relationship: 5/5/2023 Number of hours devoted: 1 hr Yearly Number of hours devoted during trading hours: 0 Duties: Sole owner of rental property I*1290269 Entity Type: Rental Property Name of outside business organization: Rental Property 2 Investment related: No Address of business: Position, title, association: Sole owner, Start date of relationship: 5/12/2023Number of hours devoted: 4 hrs Monthly Number of hours devoted during trading hours: 0 Duties: Sole owner of rental property I*1325267 Entity Type: For Profit Name of outside business organization: Agarwal Capital Investment related: No Address of business: Position, title, association: Owner, Start date of relationship: 6/1/2023Number of hours devoted: 2 hrs Weekly Number of hours devoted during trading hours: 0 Duties: Rental Income I*3316277, Entity Type: Rental Property Name of OBA: Rental Property 3, Address: JERSEY CITY , New Jersey, 07307, Investment Related: No, Position, Title, Association: Sole owner, Employee Start Date: 12/17/2025, No Hours: 52 Yearly, No Hours during Trading: 0 Yearly, Duties: Sole owner of rental property I*3991292 Entity Type: For Profit Name of OBA: Signature Stays Hospitality LLC Address: Jersey City, New Jersey, 07310 Investment Related: No Position, Title, Association: General Partner/Managing Member, Owner Employee Start Date: 03/08/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0 Duties: Real Estate management Management for short term rental properties. Including listing setup, guest communication, dynamic pricing.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-14