Kyle Bradley Short

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

• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 05/2022 → 11/2022
  Unemployed
  Cranston, RI
• 08/2021 → 05/2022
  Freedom Mortgage
  Boca Raton, FL
• 06/2017 → 08/2021
  Nations Lending
  Cranston, RI
• 01/2017 → 06/2017
  Home Point Financial Corp
  Cranston, RI
• 07/2015 → 01/2017
  Citizens Bank
  Warwick, RI
• 02/2023 → Present
  Bank Of America N.A.
  Lincoln, RI

Other Businesses

-Rental Property. -NOT investment related. -80/82 Magnolia St, Cranston, RI 02910 (82 Magnolia is rental) -Rental Property -Owner -11/2020 -2 hours a month devoted to other business. -0 hours devoted during securities trading hours. -Owner of home, general maintenance, monthly rent collection.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-22