Kevin Jared Maxey

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2016-06-22
TX	RA	APPROVED_RES	2004-08-26
NJ	RA	APPROVED	2002-05-02
CA	RA	APPROVED	2001-01-16

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Princeton	NJ	11/2000	Present
Bank Of America, N.A.	Princeton	NJ	09/2009	Present

11/2000 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Princeton, NJ
09/2009 → Present

Bank Of America, N.A.

Princeton, NJ

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-10-16
S63	Uniform Securities Agent State Law Examination	1999-03-12

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