Kevin Gibson

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	2020-10-08
TX	RA	APPROVED	2014-08-21
CT	RA	APPROVED	2014-04-04

NY RA
APPROVED

Since 2021-04-19
NJ RA
APPROVED

Since 2020-10-08
TX RA
APPROVED

Since 2014-08-21
CT RA
APPROVED

Since 2014-04-04

Branch Locations

Maplewood, NJ • United States

1114 Ave Of The Americas, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	03/2014	Present
Bank Of America, N.A.	New York	NY	04/2014	Present

03/2014 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
04/2014 → Present

Bank Of America, N.A.

New York, NY

Previous Registrations

2013-04-15 → 2014-02-19

Voya Financial Advisors, Inc.

Jersey City, NJ

Other Businesses

I*1461270 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Hobojken, New Jersey, 07030, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 9/1/2023 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-04-02

S66 Uniform Combined State Law Examination

2013-04-02

Other Names

Kevin A Gibson

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