John K Kilian

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

• 12/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salisbury, MD
• 07/2011 → Present
  Bank Of America, N.A.
  Salisbury, MD

Previous Registrations

• 2007-04-02 → 2008-12-15
  Morgan Stanley & Co. Llc
  Salisbury, MD
• 1997-02-12 → 2007-04-02
  Morgan Stanley Dw Inc.
  Salisbury, MD
  Salisbury, MD

Other Businesses

I. KILIAN FAMILY PARTNERSHIP PARTNER WITH FAMILY IN SEVERAL RENTAL PROPERTIES. II. 1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: SALISBURY SYMPHONY ORCHESTRA 3.INVESTMENT RELATED: N 4.ADDRESS OF BUSINESS: 1101 CAMDEN AVE, SALISBURY, MARYLAND 21801 5.NATURE OF BUSINESS: CHARITABLE ORGANIZATION, 7.POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, 8.START DATE OF RELATIONSHIP: 1/1/2013 9.NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY 10.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 11.DUTIES: MEMBER OF BOARD OF DIRECTORS

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-15
• S63 Uniform Securities Agent State Law Examination
  1996-07-08

Other Names

• John Kevin Kilian