Kyle E Olson

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

• 06/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 11/2014 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*106146 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HORSE BACK RIDING COMPETITIONS INVESTMENT RELATED: NO ADDRESS OF BUSINESS: LEXINGTON, KENTUCKY 40511 POSITION, TITLE, ASSOCIATION: PART-TIME START DATE OF RELATIONSHIP: 1/2/2017 NUMBER OF HOURS DEVOTED: 8 HRS MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: AS A HOBBY I COMPETE HORSES ON THE WEEKENDS. THIS IS NOT A PROFESSION AND I COMPETE AS AN AMATEUR, OCCASIONALLY PRIZE MONEY IS ONE BUT I AM NEVER PROFITABLE. I ALSO OWN HORSES AND OCCASIONALLY AM PAID TO LEASE THEM OUT TO OTHER PEOPLE FOR COMPETITION I*4153266 Entity Type: Charitable Name of OBA: Ridgebury Farm Address: Ridgebury, Connecticut, 6872 Investment Related: No Position, Title, Association: Treasurer, Board Member Employee Start Date: 04/15/2026 Number of Hours: 6, Yearly Number of Hours during trading: 0 Duties: Nominated as a board member for non-profit non profit therapeutic riding center (equine assisted physical, occupational, speech, psychotherapy etc) quarterly board meetings, sharing vision of nonprofit with interested parties, volunteering at annual event my duties as a board member and treasurer will be to help create a budget for the organization. make decisions on how program advancement can occur with the organizations balance sheet etc. also because i am an active equestrian they are looking for my help to understand how to optimize the finances around horse management.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-15

Other Names

• Kyle Erica Olson