Kevin Kolmer Sr.

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

• 03/1985 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Media, PA
• 09/2009 → Present
  Bank Of America, Na
  Media, PA

Other Businesses

I*57484 For profit or not for profit: Non-Profit Organization Name of outside business organization: the john lachman society Address of business: st.davids,, Pennsylvania 19087 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/1/2010 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: non profit/board of trustees

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-07
• S63 Uniform Securities Agent State Law Examination
  1984-01-26

Other Names

• Kevin Kolmer
• Kevin Walter Kolmer