Kalyn Tavares

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

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-31
RI	RA	APPROVED	2024-01-03

TX RA
APPROVED

Since 2024-01-31
RI RA
APPROVED

Since 2024-01-03

Branch Locations

1 Financial Plaza, Providence, RI 02903 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Providence	RI	02/2023	Present
Coldwell Banker Realty	East Greenwich	RI	04/2021	02/2023
Protocol Networks	Wrentham	MA	01/2020	04/2021
Stonehill College	Easton	MA	08/2016	05/2020
Momentum Marketing Solutions	Warwick	RI	06/2019	08/2019
Easton Community Access Television	Easton	MA	08/2019	11/2019
Dunkin Donuts	Seekonk	MA	01/2018	12/2019

02/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Providence, RI
04/2021 → 02/2023

Coldwell Banker Realty

East Greenwich, RI
01/2020 → 04/2021

Protocol Networks

Wrentham, MA
08/2016 → 05/2020

Stonehill College

Easton, MA
06/2019 → 08/2019

Momentum Marketing Solutions

Warwick, RI
08/2019 → 11/2019

Easton Community Access Television

Easton, MA
01/2018 → 12/2019

Dunkin Donuts

Seekonk, MA

Other Businesses

I*4680349 Entity Type: For Profit Name of OBA: InstaWorks Address: San Francisco, California, 94104 Investment Related: No Position, Title, Association: Employee Employee Start Date: 07/01/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0 Duties: Temporary work Instawork¿s is an AI-powered platform that matches individuals with reliable and vetted positions of work for temporary or permanent time-being. This is more so for service positions for restaurants, Stadiums etc.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-02

S66 Uniform Combined State Law Examination

2024-01-02

Other Names

Kalyn Victoria Tavares

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