Rollin C Kimball

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

• 10/2015 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 01/2019 → 02/2022
  Rockefeller Financial Llc
  Atlanta, GA
• 03/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL
• 04/2022 → Present
  Bank Of America, N.A.
  Palm Beach, FL

Previous Registrations

• 2021-03-23 → 2022-02-14
  Rockefeller Financial Llc
  Atlanta, GA

Other Businesses

I*: 2540297 Entity Type: Fiduciary role Name of OBA: A. and N, M. Trust Address: Marietta, Georgia, 30068 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 6/11/2030 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee for Uncle and Aunt

Exams

• S66 Uniform Combined State Law Examination
  2021-03-22

Other Names

• Rollin C Kimball
• Rollin Crawford Kimball
• Rollin Kimball