Kaley D Youngcourt

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

• 06/2020 → 08/2020
  Ubs Financial Services
  Westport, CT
• 06/2021 → 08/2021
  Ubs Financial Services
  Westport, CT
• 06/2022 → 08/2025
  Ubs Financial Services
  Westport, CT
• 08/2018 → 05/2022
  Roger Williams University
  Bristol, RI
• 08/2014 → 06/2018
  Masuk High School
  Monroe, CT
• 09/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC

Previous Registrations

• 2024-05-20 → 2025-09-02
  Ubs Financial Services Inc.
  Westport, CT
  06468, CT

Exams

• S66 Uniform Combined State Law Examination
  2024-05-20

Other Names

• Kaley Danielle Youngcourt