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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

AuthorityCategoryStatusDate
FL RA APPROVED 2021-01-28
TX RA APPROVED 2020-12-23
  • FL RA
    APPROVED
    Since 2021-01-28
  • TX RA
    APPROVED
    Since 2020-12-23

Branch Locations

1616 Concierge Blvd, Daytona Beach, FL 32117 • 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
OrganizationCityStateFromTo
H&R Block Edgewater FL 12/2001 04/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sanford FL 08/2020 Present
Bank Of America, N.A. Sanford FL 09/2014 Present
Other Businesses

I*132687 For profit or not for profit: For-Profit Organization Name of outside business organization: Viktoriya Frye Investment related: No Address of business: New Smyrna Beach, Florida 32168 Nature of business: Sole Proprietorship Position, title, association: Owner Start date of relationship: 3/1/2014 Number of hours devoted: 4 hours Monthly Number of hours devoted during trading hours: 0 Duties: Wellness Business: promoting fitness bootcamps, selling and marketing of wellness products. I*: 2396277 Entity Type: For Profit Name of OBA: V. F. Address: Edgewater, FL 32141 Investment Related: No Position, Title, Association: Owner, Consultant/Independent Contractor Employee Start Date: 6/1/2025 Number of Hours: 10 hrs anmually Number of Hours during trading: 0 Duties: Modeling, acting and promotions. Self employed modeling activities: print , promotional work , acting I*: 2396278 Entity Type: For Profit Name of OBA: V. F., Z. brand wellness consultant Address: Edgewater, FL 32141 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 5/1/2025 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: Wellness consultant promoting Zinzino brand wellness products I*2389344, Entity Type: , Name of OBA: T I K, Address: Kissimmee, Florida, 34741, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 17-Apr-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2389345, Entity Type: , Name of OBA: V A K, Address: Kissimmee, Florida, 34741, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 17-Apr-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-23
S63 Uniform Securities Agent State Law Examination 2013-06-12
  • S66 Uniform Combined State Law Examination
    2020-11-23
  • S63 Uniform Securities Agent State Law Examination
    2013-06-12
Other Names
  • Viktoriya Vitaliyevna Kyrymova
  • Viktoriya Frye
  • Viktoriya Vitaliyevna Frye

View on SEC IAPD

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