Kennen Patrick Riley

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

• 07/2017 → 06/2022
  J.B. Hunt Transportation Services Inc.
  Arlington, TX
• 01/2016 → 07/2017
  Damco Distribution Services Inc
  Baytown, TX
• 03/2014 → 03/2017
  Quiktrip
  Denton, TX
• 06/2022 → 08/2025
  Fidelity Investments
  Westlake, TX
• 08/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 10/2025 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Previous Registrations

• 2025-03-31 → 2025-08-06
  Strategic Advisers Llc
  North Richland Hills, TX
  Westlake, TX
  Boston, MA
• 2024-11-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  North Richland Hills, TX
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-11-07
• S63 Uniform Securities Agent State Law Examination
  2023-05-15

Other Names

• Kennen Patrick Riley
• Kennen Riley