Paul John Kavanaugh

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

• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 03/2022 → 11/2022
  Mph Chicago, Llc - My Sole Prop
  Chicago, IL
• 09/2021 → 11/2022
  Uber (Rideshare Driver)
  Chicago, IL
• 09/2021 → 11/2022
  Lyft (Rideshare Driver)
  Chicago, IL
• 03/2020 → 09/2021
  Unemployed
  Chicago, IL
• 12/2016 → 03/2020
  Uber (Driver)
  Chicago, IL
• 12/2016 → 03/2020
  Lyft (Driver)
  Chicago, IL
• 08/2012 → 05/2017
  Futurepath Trading, Llc
  Chicago, IL
• 11/2022 → Present
  Bank Of America N.A
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-04-10

Other Names

• Paul Kavanaugh