Kevin Earl Reid

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2006-07-13
TN	RA	APPROVED	2004-05-26
GA	RA	APPROVED	2003-01-22

TX RA
APPROVED

Since 2006-07-13
TN RA
APPROVED

Since 2004-05-26
GA RA
APPROVED

Since 2003-01-22

Branch Locations

Franklin, TN • United States

341 Cool Springs Blvd, Franklin, TN 37067 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch Pierce Fenner & Smith	Franklin	TN	01/2003	Present
Bank Of America, N.A.	Franklin	TN	05/2011	Present

01/2003 → Present

Merrill Lynch Pierce Fenner & Smith

Franklin, TN
05/2011 → Present

Bank Of America, N.A.

Franklin, TN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-06-04

S66 Uniform Combined State Law Examination

1999-06-04

Other Names

Kevin E Reid

View on SEC IAPD