Kyle Cholawa

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
NJ	RA	APPROVED	2020-12-17
TX	RA	APPROVED_RES	2020-12-09
CT	RA	APPROVED	2020-12-08

NY RA
APPROVED

Since 2021-04-19
NJ RA
APPROVED

Since 2020-12-17
TX RA
APPROVED_RES

Since 2020-12-09
CT RA
APPROVED

Since 2020-12-08

Branch Locations

One Bryant Park, New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services	Weehawken	NJ	11/2016	05/2018
Unemployed	Rocky Hill	CT	06/2016	11/2016
Ubs Financial Services Inc.	Paramus	NJ	05/2018	11/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	11/2020	Present
Bank Of America, N.A.	New York	NY	11/2021	Present

11/2016 → 05/2018

Ubs Financial Services

Weehawken, NJ
06/2016 → 11/2016

Unemployed

Rocky Hill, CT
05/2018 → 11/2020

Ubs Financial Services Inc.

Paramus, NJ
11/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
11/2021 → Present

Bank Of America, N.A.

New York, NY

Previous Registrations

2017-02-07 → 2020-12-02

Ubs Financial Services Inc.

Weehawken, NJ

Paramus, NJ

Paramus, NJ

Other Businesses

I*: 2256295Entity Type: For ProfitName of OBA: Self- Ticket SalesAddress: Brooklyn, NY 11207Investment Related: NoPosition, Title, Association: Consultant/Independent ContractorEmployee Start Date: 03/25/2025Number of Hours: 1 hr annaulluNumber of Hours during trading: 0Duties: I have season tickets for the Knicks and when I cannot go to one of the games I resell the tickets. For 2024 I received a 1099 which prompted me to enter OBA just in case. I do not seek to make a profit and do not purchase tickets for the purpose of reselling, I sell when I cannot attend to attempt to get my money back. I*2641266, Entity Type: , Name of OBA: 112 C St Condo Association , Address: Brooklyn, New York, 11207, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 08/15/2025, No Hours: 15 Yearly, No Hours during Trading: 0 Yearly, Duties: represent the owners of the building in various matters, Condo Association

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-02-03

S66 Uniform Combined State Law Examination

2017-02-03

Other Names

Kyle Cholawa
Kyle William Cholawa

View on SEC IAPD