Kevin Robert Mccracken

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

• 06/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Corpus Christi, TX
• 12/2009 → Present
  Bank Of America, Na
  Corpus Christi, TX

Other Businesses

I*2430280, Entity Type: Fiduciary role Name of OBA: Estate of L M, Address: Austin, Texas, 78735, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 04/29/2025, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties: Executor/Parent I*3642269 Entity Type: Fiduciary role Name of OBA: M. A E. TOD BENEFICIARIES ON FILE Address: Salado, Texas, 76571 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/26/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/In-Laws

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-09
• S63 Uniform Securities Agent State Law Examination
  1994-08-30

Other Names

• Kevin Mccracken