Neil Richard Mckeon

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

• 05/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plainsboro, NJ
• 09/2009 → Present
  Bank Of America,Na
  Yardley, PA

Other Businesses

I*: 2771285 Entity Type: School, College or University Name of OBA: The College of New Jersey School of Business Address: Ewing, Nj 08628 Investment Related: No Position, Title, Association: Adjunct Professor Employee Start Date: 1/26/2026 Number of Hours: 3 hrs wkly Number of Hours during trading: 0 Duties: Adjunct professor

Exams

• S66 Uniform Combined State Law Examination
  2003-09-04

Other Names

• Neil R Mckeon