Kyle Swift

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

• 06/2017 → 08/2017
  Delbarton School
  Morristown, NJ
• 06/2018 → 08/2018
  Delbarton School
  Morristown, NJ
• 06/2019 → 08/2019
  Friendly's
  Convent, NJ
• 08/2019 → 05/2023
  Virginia Tech
  Blacksburg, VA
• 05/2020 → 08/2020
  Delbarton School
  Morristown, NJ
• 05/2021 → 08/2021
  Delbarton School
  Morristown, NJ
• 06/2022 → 08/2022
  Fidelity Investments
  Morristown, NJ
• 06/2023 → 06/2025
  Fidelity Investments
  Morristown, NJ
• 09/2015 → 06/2019
  Delbarton High School
  Morristown, NJ
• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chester, NJ

Previous Registrations

• 2025-04-08 → 2025-06-06
  Strategic Advisers Llc
  Morristown, NJ
  Morristown, NJ
  Morristown, NJ

Other Businesses

I*5189268, Entity Type: , Name of OBA: K S ADMIN EST OF C L, Address: Morristown, New Jersey, 07960, Investment Related: N, Position, Title, Association: Administrator, Employee Start Date: 01/27/2026, No Hours: 100 Yearly, No Hours during Trading: 5 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2024-05-24
• S63 Uniform Securities Agent State Law Examination
  2023-11-10

Other Names

• Kyle Joseph Swift