Kevin E Kindig

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

• 08/2016 → 01/2017
  The Vanguard Group, Inc.
  Malvern, PA
• 01/2017 → 03/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2014 → 12/2016
  The Pennsylvania State University - Great Valley Campus
  West Chester, PA
• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Bell, PA
• 03/2024 → 07/2024
  Mercer
  King Of Prussia, PA
• 11/2024 → Present
  Bank Of America, N.A.
  Blue Bell, PA

Exams

• S66 Uniform Combined State Law Examination
  2024-06-25
• S63 Uniform Securities Agent State Law Examination
  2017-03-23

Other Names

• Kevin Ernest Kindig
• Kevin Kindig
• Kevin Ernest Kindig