Kevin Michael Keaveney

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

• 06/2006 → 03/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 05/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Doylestown, PA
• 08/2020 → Present
  Bank Of America, N.A.
  Doylestown, PA

Previous Registrations

• 2009-08-28 → 2020-03-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY
  Pennington, NJ
  Jenkintown, PA
  Pennington, NJ
  Yardley, PA
  Pennington, NJ

Other Businesses

I*10113 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: Duck, North Carolina 27949 Nature of business: , Position, title, association: , Start date of relationship: 1/1/2020 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties: I*2026463, Entity Type Fiduciary, Name of OBA: J R K IRA FBO J R K 1 INDIAN SUM Address: Holland, Pennsylvania, 18966 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: Oct-02-2024 No Hours: 2 yearly No Hours during trading: 2 yearly Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-27
• S63 Uniform Securities Agent State Law Examination
  2005-07-22

Other Names

• Kevin Michael Keaveney
• Kevin Keaveney