Kevin Kolmer Sr.

CRD 832957 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Media, PA

IA RegisteredBroker

Also appears in the source record as: Kevin Walter Kolmer; Kevin Kolmer

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 65Series 63Series 4SIESeries 5PCSeries 7
Registered states (2): Massachusetts · Pennsylvania
Years in the industry (source record): 49
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 832957 contains one or more disclosure events as of Aug 20, 2026.

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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 (5)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Media, PA · IA capacity

Nov 26, 2007 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Media, PA · BC capacity

start not retrieved → present
Prudential-Bache Securities Inc.
BD capacity

Jan 21, 1980 → Apr 11, 1985
Smith Barney, Harris Upham & Co., Incorporated
BD capacity

Feb 1, 1977 → Nov 30, 1983
Elkins & Co.
BD capacity

Mar 3, 1980 → May 26, 1982

Source & corrections

Where this page comes from

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