Best Investors Account Sign in
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
TX RA APPROVED 2026-05-11
IL RA APPROVED 2026-04-10
  • TX RA
    APPROVED
    Since 2026-05-11
  • IL RA
    APPROVED
    Since 2026-04-10

Branch Locations

110 N Wacker Dr, Chicago, IL 60606 • United States

One Bryant Park, 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 09/2022 Present
University Of Wisconsin Maidson WI 03/2022 08/2022
Tds Telecommunications Madison WI 07/2021 02/2022
Chaser's Bar And Grille Madison WI 06/2021 08/2021
University Of Wisconsin Madison WI 08/2019 05/2021
Amazon Eagan MN 06/2019 08/2019
Brooks Brothers Minneapolis MN 06/2019 08/2019
University Of Wisconsin Madison WI 09/2018 05/2019
Mendota Heights Par 3 Golf Course Mendota Heights MN 06/2018 08/2018
St. Thomas Academy Mendota Heights MN 09/2017 06/2018
Map South Hockey Mendota Heights MN 06/2017 09/2017
St. Thomas Academy Mendota Heights MN 08/2013 06/2017
  • 09/2022 → Present
    Chicago, IL
  • 03/2022 → 08/2022
    University Of Wisconsin
    Maidson, WI
  • 07/2021 → 02/2022
    Tds Telecommunications
    Madison, WI
  • 06/2021 → 08/2021
    Chaser's Bar And Grille
    Madison, WI
  • 08/2019 → 05/2021
    University Of Wisconsin
    Madison, WI
  • 06/2019 → 08/2019
    Amazon
    Eagan, MN
  • 06/2019 → 08/2019
    Brooks Brothers
    Minneapolis, MN
  • 09/2018 → 05/2019
    University Of Wisconsin
    Madison, WI
  • 06/2018 → 08/2018
    Mendota Heights Par 3 Golf Course
    Mendota Heights, MN
  • 09/2017 → 06/2018
    St. Thomas Academy
    Mendota Heights, MN
  • 06/2017 → 09/2017
    Map South Hockey
    Mendota Heights, MN
  • 08/2013 → 06/2017
    St. Thomas Academy
    Mendota Heights, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-09
  • S66 Uniform Combined State Law Examination
    2026-04-09
Other Names
  • Anders Walter Kilen

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Chicago, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor