Kimberly M Demara

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

• 08/2015 → 04/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mystic, CT
• 05/2023 → Present
  Morgan Stanley
  Providence, RI
• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI

Previous Registrations

• 2023-05-29 → 2025-05-02
  Morgan Stanley
  Providence, RI
• 2016-10-17 → 2023-05-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mystic, CT
  Mystic, CT
  Providence, RI

Other Businesses

*590060 - Just Breakfast and Things; Investment Related - No; Lisbon, Connecticut; Restaurant/Bar/Nightclub; Waitress(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 0; After Business Hours: 10; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2016-10-13

Other Names

• Kimberly Demara Koniecko
• Kimberly Marie Demara-Doak
• Kimberly Marie Demara
• Kimberly M Demara