Kenneth Kubik
Kenneth Kubik is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bradenton, FL, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
1401 Manatee Ave W, Bradenton, FL, 34205
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Regulatory History (2)
Customer Dispute
June 2008Customer Dispute
January 2003Other Business Activities
Kenneth is a limited partner in JKLM Powerpartners, an LLC holding company for minor league baseball teams, since 2003. He spends minimal time on this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations41 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.