Kyle K Bansa

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

• 02/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 09/2023 → 12/2023
  Towson University
  Towson, MD
• 06/2023 → 08/2023
  Bank Of America
  Washington, DC
• 08/2022 → 05/2023
  Towson University
  Towson, MD
• 01/2022 → 05/2022
  Towson University
  Towson, MD
• 06/2022 → 08/2022
  New Day Financial Llc
  Fulton, MD
• 09/2021 → 05/2023
  Towson University
  Towson, MD
• 01/2020 → 12/2023
  Towson University
  Towson, MD
• 09/2016 → 06/2019
  Mfantsipim School
  Cape Coast
• 01/2021 → 05/2022
  Towson University
  Towson, MD
• 07/2019 → 01/2020
  Unemployed
  Bowie, MD

Exams

• S66 Uniform Combined State Law Examination
  2024-07-27

Other Names

• Kyle Kwame Bansa