Kevin James Dimanna

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

• 11/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bethesda, MD
• 10/2015 → 10/2017
  Arthur J Gallagher
  Washington, DC
• 11/2017 → Present
  Bank Of America, N.A.
  Bethesda, MD

Other Businesses

I*1932301, Entity Type, Name of OBA: Rental Property 1 Address: Bethesda Maryland 20814 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 08/01/2024No Hours: 1 monthly No Hours during trading: 0 Duties: I*3471265, Entity Type: Entity For Profit, Name of OBA: D R Sports, Address: Kensington, Maryland, 20895, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 01/11/2026, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties: Coaching younger baseball players, Baseball and sports camps/clinics.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-04

Other Names

• Kevin Dimanna