Kevin P Grant

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

• 07/2019 → 11/2020
  Jp Morgan Chase Bank Na
  Baltimore, MD
• 11/2020 → 05/2021
  Pnc Bank
  Reisterstown, MD
• 07/2021 → 01/2022
  Jpmorgan Chase Bank, N.A.
  College Park, MD
• 03/2016 → 07/2019
  Pnc Bank
  Baltimore, MD
• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lutherville, MD
• 07/2025 → 07/2025
  Lowe's
  Elkridge, MD
• 12/2024 → 05/2025
  Zenbusiness
  Austin, TX
• 08/2024 → 11/2024
  Pnc Bank
  Linthicum Heights, MD
• 02/2024 → 05/2024
  For Sale By Inventor
  Canonsburg, PA
• 07/2022 → 12/2023
  Wealth Management Banking Specialist
  Baltimore, MD
• 06/2024 → 06/2024
  Auto Approve
  St Louis Park, MN
• 05/2025 → 06/2025
  Unemployed
  Baltimore, MD
• 05/2024 → 08/2024
  Unemployed
  Baltimore, MD
• 01/2022 → 07/2022
  Unemployed
  Baltimore, MD
• 05/2021 → 07/2021
  Unemployed
  Baltimore, MD
• 05/2026 → Present
  Bank Of America, N.A.
  Lutherville, MD

Other Businesses

I*: 926237 Entity Type: For Profit Name of OBA: A. C. LLC Address: Owings Mills, MD 21117 Investment Related: No Position, Title, Association: Owner Employee Start Date: 08/08/2022 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: Multimedia/Creative Content production. Owner

Exams

• S66 Uniform Combined State Law Examination
  2025-09-25
• S63 Uniform Securities Agent State Law Examination
  2019-10-14

Other Names

• Kevin Peter Grant
• Kevin P Grant