Kevin Lawrence Zimmer

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

• 12/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manasquan, NJ
• 02/2015 → Present
  Bank Of America, N.A
  Manasquan, NJ

Other Businesses

I*2263262, Entity Type: , Name of OBA: K L Z TTEE U/W K G. Z , Address: Manasquan, New Jersey, 08736, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 31-Mar-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2274270, Entity Type: , Name of OBA: K L Z TTEE U/W K G. Z, Address: Allentown, New Jersey, 08501, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 31-Mar-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2411265, Entity Type: , Name of OBA: K L Z TTEE U/A DTD 07/28/2023 BY K G Z, Address: Allentown , New Jersey, 08501, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 23-Apr-2025, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2015-03-27