Kevin Thomas Victory

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

• 08/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 08/2018 → 07/2019
  Pnc Bank
  Atlanta, GA
• 08/2017 → 07/2018
  Pnc Bank
  Cleveland, OH
• 09/2016 → 07/2017
  University Of Georgia
  Athens, GA
• 11/2019 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Other Businesses

I*: 2497349 Entity Type: Fiduciary role Name of OBA: W. N. Special Needs Trust Address: Dunwoody, GA 30338 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 1/1/2026 Number of Hours: 5 hrs annually Number of Hours during trading: 0 Duties: Requested to act as Trustee for his cousin's Special Needs trust following the 2nd to die of his Aunt and Uncle

Exams

• S66 Uniform Combined State Law Examination
  2019-10-25

Other Names

• Kevin Victory