Kamden J Myrberg

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-02-29
UT	RA	APPROVED	2022-11-30

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Salt Lake City	UT	08/2022	Present
Scheels	Sandy	UT	06/2019	07/2022
Utah Valley University	Orem	UT	08/2020	05/2022
Salt Lake Community College	Taylorsville	UT	08/2018	05/2020
Murray High School	Murray	UT	08/2015	06/2018
Bank Of America N.A.	Salt Lake City	UT	10/2022	Present

08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Salt Lake City, UT
06/2019 → 07/2022

Scheels

Sandy, UT
08/2020 → 05/2022

Utah Valley University

Orem, UT
08/2018 → 05/2020

Salt Lake Community College

Taylorsville, UT
08/2015 → 06/2018

Murray High School

Murray, UT
10/2022 → Present

Bank Of America N.A.

Salt Lake City, UT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-28

Nearby Firms