Kimberly Zerbarini

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

• 04/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clearwater, FL
• 04/2018 → Present
  Bank Of America, N.A.
  Clearwater, FL

Other Businesses

I*1877288, Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Dunedin, FL 34698 Investment Related: No, Position, Title, Association: Co-owner with other family members Employee Start Date: 06/15/2024 No Hours: 1 hr weekly No Hours during trading:0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2014-08-08

Other Names

• Kimberly Schimkus
• Kimberly Ann Schimkus
• Kimberly Ann Wolchok
• Kimberly Ann Wolchok
• Kimberly Wolchok
• Kimberly Ann Schimkus