Kiona Simeone Hall

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
NJ	RA	APPROVED	2026-08-17

NJ RA
APPROVED

Since 2026-08-17

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

7 Roszel Rd, Princeton, NJ 08540 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
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	Princeton	NJ	07/2011	Present
Amazon	Burlington	NJ	11/2021	10/2022
Cvs	Lumberton	NJ	07/2021	10/2021
Doordash	Penndel	PA	05/2021	09/2021

07/2011 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Princeton, NJ
11/2021 → 10/2022

Amazon

Burlington, NJ
07/2021 → 10/2021

Cvs

Lumberton, NJ
05/2021 → 09/2021

Doordash

Penndel, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-15

S66 Uniform Combined State Law Examination

2026-08-15

Other Names

Kiona Hall
Kiona Gary
Kiona Mcmillon
Kiona S Hall

View on SEC IAPD