Keith Howard Silverstein

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

• 11/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated :
  Towson, MD
• 06/2011 → Present
  Bank Of America,N.A.
  Towson, MD

Previous Registrations

• 1996-02-28 → 2005-11-22
  Morgan Stanley Dw Inc.
  Lutherville, MD

Other Businesses

I*2115287, Entity Type: Fiduciary, Name of OBA: H S, Address: Baltimore, Maryland, 21209, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 04-Dec-2024, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2115286, Entity Type: Fiduciary, Name of OBA: m s, Address: Baltimore, Maryland, 21209, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 04-Dec-2024, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-11-23
• S63 Uniform Securities Agent State Law Examination
  1988-03-14