Denis Joseph Kenny

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

• 06/2016 → 08/2019
  Wells Fargo Bank, Na
  Toms River, NJ
• 06/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Toms River, NJ
• 11/2016 → 08/2019
  Wells Fargo Clearing Services, Llc
  Toms River, NJ
• 08/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 09/2019 → Present
  Bank Of America, N.A.
  Pennington, NJ

Previous Registrations

• 2016-07-01 → 2019-08-07
  Wells Fargo Clearing Services, Llc
  Toms River, NJ
  Oakhurst, NJ
  Howell, NJ
• 2013-08-06 → 2016-06-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Other Businesses

I*2239353, Entity Type: , Name of OBA: C K, Address: East Windsor , New Jersey, 08520, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 10-Mar-2025, No Hours: 8 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2013-08-01
• S63 Uniform Securities Agent State Law Examination
  1996-06-10

Other Names

• Denis Joseph Kenny
• Denis Joseph Kenny
• Denis J Kenny
• Denis Kenny