Dylan Robert Kesterson

CRD 6678692 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Tampa, FL

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 7TOSIESeries 7Series 63Series 66
Registered states (10): California · Florida · Georgia · Indiana · Iowa · Mississippi · New York · North Carolina · Oregon · Pennsylvania
Years in the industry (source record): 8
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (6)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Tampa, FL · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Tampa, FL · BC capacity

start not retrieved → present
Ci Private Wealth
St. Petersburg, FL · IA capacity

Mar 22, 2023 → Jun 7, 2023
Ci Doyle Private Wealth, LLC
St. Petersburg, FL · IA capacity

Jun 20, 2018 → Mar 31, 2023
Park Avenue Securities LLC
Tampa, FL · IA capacity

Jan 23, 2018 → Apr 24, 2018
Park Avenue Securities LLC
Tampa, FL · BC capacity

Oct 6, 2017 → Apr 24, 2018

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6678692 ↗ FINRA BrokerCheck record for CRD 6678692 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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