Kevin O'COnnor

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

• 02/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2024 → 02/2025
  Powells Catering
  Harrison, NY
• 08/2020 → 05/2024
  Franklin And Marshall College
  Lancaster, PA
• 01/2015 → 08/2020
  Unemployed
  Rye, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-10-26

Other Names

• Kevin Joseph O'COnnor