Henry Kennedy

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

• 12/2020 → 11/2022
  Jpmorgan Securities Llc
  Boston, MA
• 12/2020 → 11/2022
  Jpmorgan Chase Bank Na
  Boston, MA
• 01/2019 → 12/2020
  U.S. Bank
  Boston, MA
• 02/2018 → 12/2018
  State Street/Robert Half
  Boston, MA
• 06/2017 → 08/2017
  Allen And Company
  New York, NY
• 09/2013 → 06/2017
  Union College
  Schenectady, NY
• 09/2017 → 01/2018
  Unemployed
  Dedham, MA
• 12/2018 → 12/2018
  Unemployed
  South Boston, MA
• 03/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 12/2022 → 02/2023
  Unemployed
  Boston, MA
• 04/2023 → Present
  Bank Of America N.A.
  Boston, MA

Previous Registrations

• 2022-01-26 → 2022-12-15
  J.P. Morgan Securities Llc
  Boston, MA
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-01-26
• S63 Uniform Securities Agent State Law Examination
  2021-04-29

Other Names

• Henry William Kennedy